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Heritage Wealth Management, Inc. /CA/: AGG position timeline

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

Heritage Wealth Management, Inc. /CA/ held 38,673 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,673 shares
    Change vs previous 13F +1,591 shares

    1.91% of the 13F portfolio, value $3,827,880.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    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 37,082 shares
    Change vs previous 13F +8,209 shares

    2.05% of the 13F portfolio, value $3,681,087.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    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 28,873 shares
    Change vs previous 13F +11,801 shares

    1.87% of the 13F portfolio, value $2,883,821.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    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 17,072 shares
    Change vs previous 13F +1,014 shares

    1.17% of the 13F portfolio, value $1,711,435.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    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 16,058 shares
    Change vs previous 13F -19 shares

    1.21% of the 13F portfolio, value $1,592,911.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    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 16,077 shares
    Change vs previous 13F -2,175 shares

    1.36% of the 13F portfolio, value $1,590,386.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    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 18,252 shares
    Change vs previous 13F +842 shares

    1.51% of the 13F portfolio, value $1,768,634.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    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 17,410 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $1,763,063.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

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