Heritage Wealth Management, Inc./Texas: PG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc./Texas on PG, newest first. How the timeline and the estimate are built.
Heritage Wealth Management, Inc./Texas held 0 PG shares at 2025-09-30 per its 13F-HR filed 2025-10-31.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,289 shares
13F-HR 0001966400-25-000002 filed by Heritage Wealth Management, Inc./Texas
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,289 sharesChange vs previous 13F -400 shares
0.1% of the 13F portfolio, value $205,363.
13F-HR 0001085146-25-004437 filed by Heritage Wealth Management, Inc./Texas
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,689 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $287,840.
13F-HR 0001085146-25-002222 filed by Heritage Wealth Management, Inc./Texas
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,689 sharesChange vs previous 13F 0 shares
0.17% of the 13F portfolio, value $283,161.
13F-HR 0001085146-25-000319 filed by Heritage Wealth Management, Inc./Texas
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,689 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $292,535.
13F-HR 0001085146-24-005229 filed by Heritage Wealth Management, Inc./Texas
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).