Skip to content
Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 2,865 HD 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 2,865 shares
    Change vs previous 13F +164 shares

    0.5% of the 13F portfolio, value $1,010,520.

    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 2,701 shares
    Change vs previous 13F -16 shares

    0.5% of the 13F portfolio, value $888,394.

    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 2,717 shares
    Change vs previous 13F +9 shares

    0.61% of the 13F portfolio, value $934,985.

    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 2,708 shares
    Change vs previous 13F -104 shares

    0.75% of the 13F portfolio, value $1,097,331.

    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 2,812 shares
    Change vs previous 13F -60 shares

    0.78% of the 13F portfolio, value $1,031,061.

    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 2,872 shares
    Change vs previous 13F +11 shares

    0.9% of the 13F portfolio, value $1,052,629.

    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 2,861 shares
    Change vs previous 13F -148 shares

    0.95% of the 13F portfolio, value $1,112,974.

    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 3,009 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,219,323.

    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).