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

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

Heritage Wealth Management, Inc. /CA/ held 84,336 TOTL 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 84,336 shares
    Change vs previous 13F +7,034 shares

    1.66% of the 13F portfolio, value $3,328,723.

    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 77,302 shares
    Change vs previous 13F +6,376 shares

    1.71% of the 13F portfolio, value $3,071,209.

    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 70,926 shares
    Change vs previous 13F +4,069 shares

    1.85% of the 13F portfolio, value $2,854,759.

    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 66,857 shares
    Change vs previous 13F +2,882 shares

    1.85% of the 13F portfolio, value $2,712,389.

    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 63,975 shares
    Change vs previous 13F +1,842 shares

    1.95% of the 13F portfolio, value $2,566,035.

    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 62,133 shares
    Change vs previous 13F +429 shares

    2.14% of the 13F portfolio, value $2,503,341.

    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 61,704 shares
    Change vs previous 13F +2,973 shares

    2.08% of the 13F portfolio, value $2,430,538.

    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 58,731 shares
    Change vs previous 13F not available

    2.19% of the 13F portfolio, value $2,431,446.

    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).