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

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

Heritage Wealth Management, Inc./Texas held 97,202 MUB 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 97,202 shares
    Change vs previous 13F +2,010 shares

    4.03% of the 13F portfolio, value $10,460,779.

    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 95,192 shares
    Change vs previous 13F +4,528 shares

    4.32% of the 13F portfolio, value $10,104,580.

    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 90,664 shares
    Change vs previous 13F -25,704 shares

    4.21% of the 13F portfolio, value $9,711,051.

    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 116,368 shares
    Change vs previous 13F -7,410 shares

    5.46% of the 13F portfolio, value $12,392,113.

    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 123,778 shares
    Change vs previous 13F not available

    6.42% of the 13F portfolio, value $12,932,278.

    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).