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

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

Heritage Wealth Management, Inc. /CA/ held 85,762 BND 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 85,762 shares
    Change vs previous 13F +4,622 shares

    3.14% of the 13F portfolio, value $6,295,798.

    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 81,140 shares
    Change vs previous 13F +18,939 shares

    3.33% of the 13F portfolio, value $5,975,163.

    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 62,201 shares
    Change vs previous 13F +17,310 shares

    2.98% of the 13F portfolio, value $4,607,215.

    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 44,891 shares
    Change vs previous 13F +778 shares

    2.28% of the 13F portfolio, value $3,338,521.

    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 44,113 shares
    Change vs previous 13F -84 shares

    2.46% of the 13F portfolio, value $3,248,041.

    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 44,197 shares
    Change vs previous 13F -4,897 shares

    2.77% of the 13F portfolio, value $3,246,297.

    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 49,094 shares
    Change vs previous 13F +3,155 shares

    3.01% of the 13F portfolio, value $3,530,363.

    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 45,939 shares
    Change vs previous 13F not available

    3.11% of the 13F portfolio, value $3,450,476.

    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).