Heritage Wealth Management, Inc.: VONG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on VONG, newest first. How the timeline and the estimate are built.
Heritage Wealth Management, Inc. held 2,340 VONG shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 2,340 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $299,075.
13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,340 sharesChange vs previous 13F 0 shares
0.13% of the 13F portfolio, value $256,675.
13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,340 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $284,895.
13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,340 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $281,970.
13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,340 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $255,528.
13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).