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

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

Heritage Wealth Management, Inc. /CA/ held 225,147 SCHR 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 225,147 shares
    Change vs previous 13F +9,665 shares

    2.77% of the 13F portfolio, value $5,552,129.

    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 215,482 shares
    Change vs previous 13F +11,008 shares

    2.99% of the 13F portfolio, value $5,367,645.

    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 204,474 shares
    Change vs previous 13F +4,245 shares

    3.32% of the 13F portfolio, value $5,128,204.

    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 200,229 shares
    Change vs previous 13F -6,816 shares

    3.44% of the 13F portfolio, value $5,031,754.

    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 207,045 shares
    Change vs previous 13F +9,567 shares

    3.93% of the 13F portfolio, value $5,182,341.

    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 197,478 shares
    Change vs previous 13F -6,872 shares

    4.19% of the 13F portfolio, value $4,909,298.

    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 204,350 shares
    Change vs previous 13F +107,107 shares

    4.24% of the 13F portfolio, value $4,963,669.

    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 97,243 shares
    Change vs previous 13F not available

    4.44% of the 13F portfolio, value $4,920,503.

    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).