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

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

Heritage Wealth Management, Inc. /CA/ held 9,457 VBK 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 9,457 shares
    Change vs previous 13F +454 shares

    1.72% of the 13F portfolio, value $3,458,361.

    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 9,003 shares
    Change vs previous 13F +789 shares

    1.52% of the 13F portfolio, value $2,721,025.

    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 8,214 shares
    Change vs previous 13F +539 shares

    1.61% of the 13F portfolio, value $2,481,605.

    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 7,675 shares
    Change vs previous 13F +300 shares

    1.56% of the 13F portfolio, value $2,284,382.

    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 7,375 shares
    Change vs previous 13F -52 shares

    1.55% of the 13F portfolio, value $2,042,456.

    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 7,427 shares
    Change vs previous 13F +424 shares

    1.6% of the 13F portfolio, value $1,869,917.

    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 7,003 shares
    Change vs previous 13F +3,269 shares

    1.67% of the 13F portfolio, value $1,961,161.

    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 3,734 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $998,432.

    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).