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

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

Heritage Wealth Management, Inc. /CA/ held 62,383 CMF 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 62,383 shares
    Change vs previous 13F +9,005 shares

    1.79% of the 13F portfolio, value $3,595,758.

    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 53,378 shares
    Change vs previous 13F +4,391 shares

    1.69% of the 13F portfolio, value $3,035,046.

    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 48,987 shares
    Change vs previous 13F +2,146 shares

    1.82% of the 13F portfolio, value $2,814,791.

    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 46,841 shares
    Change vs previous 13F -172 shares

    1.82% of the 13F portfolio, value $2,671,836.

    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 47,013 shares
    Change vs previous 13F -1,705 shares

    1.99% of the 13F portfolio, value $2,620,492.

    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 48,718 shares
    Change vs previous 13F +907 shares

    2.34% of the 13F portfolio, value $2,741,872.

    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 47,811 shares
    Change vs previous 13F -1,575 shares

    2.34% of the 13F portfolio, value $2,738,636.

    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 49,386 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $2,869,838.

    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).