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

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

Heritage Wealth Management, Inc./Texas held 17,114 IJR 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 17,114 shares
    Change vs previous 13F -1,258 shares

    0.98% of the 13F portfolio, value $2,538,521.

    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 18,372 shares
    Change vs previous 13F -2,724 shares

    0.98% of the 13F portfolio, value $2,283,990.

    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 21,096 shares
    Change vs previous 13F -3,890 shares

    1.1% of the 13F portfolio, value $2,535,442.

    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 24,986 shares
    Change vs previous 13F -2,421 shares

    1.31% of the 13F portfolio, value $2,969,293.

    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 27,407 shares
    Change vs previous 13F -1,700 shares

    1.49% of the 13F portfolio, value $2,995,709.

    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 29,107 shares
    Change vs previous 13F -2,281 shares

    1.76% of the 13F portfolio, value $3,043,601.

    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 31,388 shares
    Change vs previous 13F -2,944 shares

    2.13% of the 13F portfolio, value $3,616,714.

    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 34,332 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $4,015,750.

    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).