Skip to content
Disclosery

Heritage Wealth Management, Inc.: WCC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on WCC, newest first. How the timeline and the estimate are built.

Heritage Wealth Management, Inc. held 3,435 WCC shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,435 shares
    Change vs previous 13F -240 shares

    0.3% of the 13F portfolio, value $1,186,552.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,675 shares
    Change vs previous 13F -40 shares

    0.5% of the 13F portfolio, value $1,005,554.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,715 shares
    Change vs previous 13F -125 shares

    0.25% of the 13F portfolio, value $908,838.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,840 shares
    Change vs previous 13F -40 shares

    0.24% of the 13F portfolio, value $812,160.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,880 shares
    Change vs previous 13F -300 shares

    0.23% of the 13F portfolio, value $718,576.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,180 shares
    Change vs previous 13F -325 shares

    0.22% of the 13F portfolio, value $649,154.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,505 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $815,225.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 4,505 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $756,750.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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