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

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

Heritage Wealth Management, Inc. /CA/ held 234,382 VGSH 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 234,382 shares
    Change vs previous 13F +1,573 shares

    6.8% of the 13F portfolio, value $13,641,004.

    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 232,809 shares
    Change vs previous 13F +107,123 shares

    7.6% of the 13F portfolio, value $13,628,667.

    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 125,686 shares
    Change vs previous 13F +6,483 shares

    4.78% of the 13F portfolio, value $7,381,564.

    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 119,203 shares
    Change vs previous 13F +1,078 shares

    4.79% of the 13F portfolio, value $7,015,084.

    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 118,125 shares
    Change vs previous 13F +13,811 shares

    5.26% of the 13F portfolio, value $6,943,411.

    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 104,314 shares
    Change vs previous 13F -3,441 shares

    5.23% of the 13F portfolio, value $6,122,207.

    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 107,755 shares
    Change vs previous 13F +4,738 shares

    5.35% of the 13F portfolio, value $6,269,161.

    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 103,017 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $6,080,066.

    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).