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

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

Heritage Wealth Management, Inc. /CA/ held 153,705 GOVT 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 153,705 shares
    Change vs previous 13F +6,847 shares

    1.74% of the 13F portfolio, value $3,501,389.

    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 146,858 shares
    Change vs previous 13F +35,433 shares

    1.88% of the 13F portfolio, value $3,364,524.

    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 111,425 shares
    Change vs previous 13F +30,744 shares

    1.66% of the 13F portfolio, value $2,565,567.

    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 80,681 shares
    Change vs previous 13F +3,668 shares

    1.27% of the 13F portfolio, value $1,865,353.

    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 77,013 shares
    Change vs previous 13F -508 shares

    1.34% of the 13F portfolio, value $1,769,761.

    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 77,521 shares
    Change vs previous 13F -8,533 shares

    1.52% of the 13F portfolio, value $1,781,818.

    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 86,054 shares
    Change vs previous 13F +4,780 shares

    1.69% of the 13F portfolio, value $1,977,523.

    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 81,274 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $1,905,870.

    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).