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

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

Heritage Wealth Management, Inc. /CA/ held 57,620 SRLN 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 57,620 shares
    Change vs previous 13F +3,250 shares

    1.16% of the 13F portfolio, value $2,321,516.

    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 54,370 shares
    Change vs previous 13F +4,336 shares

    1.22% of the 13F portfolio, value $2,182,424.

    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 50,034 shares
    Change vs previous 13F +4,035 shares

    1.34% of the 13F portfolio, value $2,064,883.

    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 45,999 shares
    Change vs previous 13F +2,184 shares

    1.31% of the 13F portfolio, value $1,912,628.

    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 43,815 shares
    Change vs previous 13F +2,077 shares

    1.38% of the 13F portfolio, value $1,822,268.

    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 41,738 shares
    Change vs previous 13F -1,070 shares

    1.47% of the 13F portfolio, value $1,716,678.

    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 42,808 shares
    Change vs previous 13F +14,791 shares

    1.53% of the 13F portfolio, value $1,786,362.

    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 28,017 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,169,999.

    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).