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

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

Heritage Wealth Management, Inc. /CA/ held 27,009 AVUV 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 27,009 shares
    Change vs previous 13F +796 shares

    1.68% of the 13F portfolio, value $3,369,632.

    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 26,213 shares
    Change vs previous 13F +1,805 shares

    1.62% of the 13F portfolio, value $2,895,764.

    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 24,408 shares
    Change vs previous 13F +1,839 shares

    1.61% of the 13F portfolio, value $2,489,129.

    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 22,569 shares
    Change vs previous 13F +853 shares

    1.53% of the 13F portfolio, value $2,246,300.

    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 21,716 shares
    Change vs previous 13F +1,574 shares

    1.5% of the 13F portfolio, value $1,978,363.

    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 20,142 shares
    Change vs previous 13F +1,320 shares

    1.5% of the 13F portfolio, value $1,755,745.

    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 18,822 shares
    Change vs previous 13F +6,595 shares

    1.55% of the 13F portfolio, value $1,816,855.

    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 12,227 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,173,199.

    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).