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Heritage Wealth Management, Inc./Texas: BDJ position timeline

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

Heritage Wealth Management, Inc./Texas held 13,998 BDJ shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,998 shares
    Change vs previous 13F +187 shares

    0.05% of the 13F portfolio, value $133,964.

    13F-HR 0001966400-26-000003 filed by Heritage Wealth Management, Inc./Texas
    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 13,811 shares
    Change vs previous 13F -651 shares

    0.05% of the 13F portfolio, value $119,053.

    13F-HR 0001966400-26-000002 filed by Heritage Wealth Management, Inc./Texas
    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 14,462 shares
    Change vs previous 13F +457 shares

    0.06% of the 13F portfolio, value $137,096.

    13F-HR 0001966400-26-000001 filed by Heritage Wealth Management, Inc./Texas
    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 14,005 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $127,587.

    13F-HR 0001966400-25-000002 filed by Heritage Wealth Management, Inc./Texas
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).