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

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

Heritage Wealth Management, Inc. /CA/ held 38,147 LQD 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 38,147 shares
    Change vs previous 13F +1,310 shares

    2.07% of the 13F portfolio, value $4,160,729.

    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 36,837 shares
    Change vs previous 13F +1,625 shares

    2.24% of the 13F portfolio, value $4,014,844.

    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 35,212 shares
    Change vs previous 13F +1,430 shares

    2.51% of the 13F portfolio, value $3,880,006.

    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 33,782 shares
    Change vs previous 13F -880 shares

    2.57% of the 13F portfolio, value $3,765,645.

    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 34,662 shares
    Change vs previous 13F +1,293 shares

    2.88% of the 13F portfolio, value $3,799,353.

    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 33,369 shares
    Change vs previous 13F -1,089 shares

    3.1% of the 13F portfolio, value $3,626,823.

    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 34,458 shares
    Change vs previous 13F +1,376 shares

    3.14% of the 13F portfolio, value $3,681,541.

    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 33,082 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $3,737,627.

    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).