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

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

Heritage Wealth Management, Inc. /CA/ held 125,255 SGOV 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 125,255 shares
    Change vs previous 13F -20,414 shares

    6.28% of the 13F portfolio, value $12,609,448.

    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 145,669 shares
    Change vs previous 13F +94,260 shares

    8.18% of the 13F portfolio, value $14,663,018.

    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 51,409 shares
    Change vs previous 13F +10,537 shares

    3.34% of the 13F portfolio, value $5,160,435.

    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 40,872 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $4,115,810.

    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).