Heritage Wealth Management, Inc.: UPS position timeline

Heritage Wealth Management, Inc. held 0 UPS shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -4,704 shares

   13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 4,704 shares

   Change vs previous 13F -2,934 shares

   0.15% of the 13F portfolio, value $474,822.

   13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 7,638 shares

   Change vs previous 13F -1,278 shares

   0.29% of the 13F portfolio, value $840,104.

   13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 8,916 shares

   Change vs previous 13F -491 shares

   0.37% of the 13F portfolio, value $1,124,308.

   13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
   Filed 2025-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 9,407 shares

   Change vs previous 13F not available

   0.42% of the 13F portfolio, value $1,282,550.

   13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).