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

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

Heritage Wealth Management, Inc. /CA/ held 2,883 QCOM 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 2,883 shares
    Change vs previous 13F -2,016 shares

    0.27% of the 13F portfolio, value $532,728.

    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 4,899 shares
    Change vs previous 13F -190 shares

    0.35% of the 13F portfolio, value $630,878.

    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 5,089 shares
    Change vs previous 13F -123 shares

    0.56% of the 13F portfolio, value $870,454.

    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 5,212 shares
    Change vs previous 13F -8 shares

    0.59% of the 13F portfolio, value $866,991.

    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 5,220 shares
    Change vs previous 13F -49 shares

    0.63% of the 13F portfolio, value $831,365.

    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 5,269 shares
    Change vs previous 13F +349 shares

    0.69% of the 13F portfolio, value $809,339.

    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 4,920 shares
    Change vs previous 13F -2,983 shares

    0.65% of the 13F portfolio, value $755,871.

    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 7,903 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $1,343,966.

    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).