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Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 41,299 DFAX 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 41,299 shares
    Change vs previous 13F -71 shares

    0.76% of the 13F portfolio, value $1,521,455.

    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 41,370 shares
    Change vs previous 13F -683 shares

    0.78% of the 13F portfolio, value $1,405,339.

    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 42,053 shares
    Change vs previous 13F -209 shares

    0.89% of the 13F portfolio, value $1,376,395.

    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 42,262 shares
    Change vs previous 13F -597 shares

    0.91% of the 13F portfolio, value $1,326,182.

    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 42,859 shares
    Change vs previous 13F -4,104 shares

    0.95% of the 13F portfolio, value $1,258,769.

    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 46,963 shares
    Change vs previous 13F -376 shares

    1.05% of the 13F portfolio, value $1,230,431.

    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 47,339 shares
    Change vs previous 13F -1,421 shares

    1% of the 13F portfolio, value $1,176,848.

    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 48,760 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,317,008.

    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).