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Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 22,890 IJJ 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 22,890 shares
    Change vs previous 13F +1,500 shares

    1.69% of the 13F portfolio, value $3,381,510.

    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 21,390 shares
    Change vs previous 13F +1,680 shares

    1.58% of the 13F portfolio, value $2,834,128.

    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 19,710 shares
    Change vs previous 13F +1,021 shares

    1.68% of the 13F portfolio, value $2,593,574.

    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 18,689 shares
    Change vs previous 13F +375 shares

    1.66% of the 13F portfolio, value $2,424,292.

    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 18,314 shares
    Change vs previous 13F +1,066 shares

    1.72% of the 13F portfolio, value $2,263,241.

    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 17,248 shares
    Change vs previous 13F +737 shares

    1.76% of the 13F portfolio, value $2,065,149.

    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 16,511 shares
    Change vs previous 13F +3,789 shares

    1.76% of the 13F portfolio, value $2,063,228.

    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 12,722 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,572,689.

    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).