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Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 9,418 IUSG 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 9,418 shares
    Change vs previous 13F -317 shares

    0.88% of the 13F portfolio, value $1,771,432.

    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 9,735 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,509,996.

    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 9,735 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,634,896.

    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 9,735 shares
    Change vs previous 13F 0 shares

    1.09% of the 13F portfolio, value $1,601,797.

    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 9,735 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $1,464,144.

    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 9,735 shares
    Change vs previous 13F 0 shares

    1.06% of the 13F portfolio, value $1,237,124.

    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 9,735 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $1,356,572.

    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).