Skip to content
Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 29,097 HYG 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 29,097 shares
    Change vs previous 13F +1,472 shares

    1.16% of the 13F portfolio, value $2,326,915.

    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 27,625 shares
    Change vs previous 13F +1,717 shares

    1.23% of the 13F portfolio, value $2,197,839.

    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 25,908 shares
    Change vs previous 13F +1,789 shares

    1.35% of the 13F portfolio, value $2,088,927.

    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 24,119 shares
    Change vs previous 13F +801 shares

    1.34% of the 13F portfolio, value $1,958,246.

    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 23,318 shares
    Change vs previous 13F +1,065 shares

    1.43% of the 13F portfolio, value $1,880,619.

    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 22,253 shares
    Change vs previous 13F +159 shares

    1.5% of the 13F portfolio, value $1,755,534.

    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 22,094 shares
    Change vs previous 13F +7,643 shares

    1.48% of the 13F portfolio, value $1,737,717.

    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 14,451 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $1,160,430.

    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).