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

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

Heritage Wealth Management, Inc./Texas held 28,408 IJH 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 28,408 shares
    Change vs previous 13F -3,627 shares

    0.84% of the 13F portfolio, value $2,190,569.

    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 32,035 shares
    Change vs previous 13F -3,316 shares

    0.92% of the 13F portfolio, value $2,163,392.

    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 35,351 shares
    Change vs previous 13F -4,107 shares

    1.01% of the 13F portfolio, value $2,333,213.

    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 39,458 shares
    Change vs previous 13F -1,488 shares

    1.14% of the 13F portfolio, value $2,575,268.

    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).

  5. period ended2025-06-30
    13F 40,946 shares
    Change vs previous 13F -2,333 shares

    1.26% of the 13F portfolio, value $2,538,317.

    13F-HR 0001085146-25-004437 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).

  6. period ended2025-03-31
    13F 43,279 shares
    Change vs previous 13F -3,600 shares

    1.46% of the 13F portfolio, value $2,525,507.

    13F-HR 0001085146-25-002222 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).

  7. period ended2024-12-31
    13F 46,879 shares
    Change vs previous 13F -1,980 shares

    1.72% of the 13F portfolio, value $2,921,018.

    13F-HR 0001085146-25-000319 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).

  8. period ended2024-09-30
    13F 48,859 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $3,044,830.

    13F-HR 0001085146-24-005229 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).