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Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 1,025 MU 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 1,025 shares
    Change vs previous 13F -16 shares

    0.59% of the 13F portfolio, value $1,183,147.

    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 1,041 shares
    Change vs previous 13F -167 shares

    0.2% of the 13F portfolio, value $351,691.

    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 1,208 shares
    Change vs previous 13F +1,208 shares

    0.22% of the 13F portfolio, value $344,775.

    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 ended2024-09-30
    13F 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.