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Disclosery

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

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

Heritage Wealth Management, Inc. /CA/ held 31,508 SHY 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 31,508 shares
    Change vs previous 13F -18 shares

    1.29% of the 13F portfolio, value $2,587,122.

    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 31,526 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $2,603,102.

    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).