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

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

Heritage Wealth Management, Inc. /CA/ held 33,453 TLT 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 33,453 shares
    Change vs previous 13F +845 shares

    1.44% of the 13F portfolio, value $2,891,020.

    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 32,608 shares
    Change vs previous 13F +1,678 shares

    1.58% of the 13F portfolio, value $2,826,801.

    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 30,930 shares
    Change vs previous 13F +1,221 shares

    1.75% of the 13F portfolio, value $2,695,848.

    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 29,709 shares
    Change vs previous 13F -842 shares

    1.81% of the 13F portfolio, value $2,655,112.

    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 30,551 shares
    Change vs previous 13F +986 shares

    2.04% of the 13F portfolio, value $2,696,138.

    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 29,565 shares
    Change vs previous 13F -1,847 shares

    2.3% of the 13F portfolio, value $2,691,325.

    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 31,412 shares
    Change vs previous 13F -8,670 shares

    2.34% of the 13F portfolio, value $2,743,170.

    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 40,082 shares
    Change vs previous 13F not available

    3.55% of the 13F portfolio, value $3,932,045.

    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).