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

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

Heritage Wealth Management, Inc. /CA/ held 81,774 HYMB 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 81,774 shares
    Change vs previous 13F +11,190 shares

    1.04% of the 13F portfolio, value $2,080,319.

    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 70,584 shares
    Change vs previous 13F +10,934 shares

    0.98% of the 13F portfolio, value $1,750,493.

    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 59,650 shares
    Change vs previous 13F +5,669 shares

    0.96% of the 13F portfolio, value $1,487,675.

    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 53,981 shares
    Change vs previous 13F +3,762 shares

    0.92% of the 13F portfolio, value $1,345,756.

    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 50,219 shares
    Change vs previous 13F +753 shares

    0.94% of the 13F portfolio, value $1,244,424.

    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 49,466 shares
    Change vs previous 13F +3,313 shares

    1.07% of the 13F portfolio, value $1,247,541.

    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 46,153 shares
    Change vs previous 13F +1,175 shares

    1.01% of the 13F portfolio, value $1,180,599.

    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 44,978 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,181,564.

    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).