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

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

Heritage Wealth Management, Inc./Texas held 89,205 SGOV 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 89,205 shares
    Change vs previous 13F +5,425 shares

    3.46% of the 13F portfolio, value $8,980,299.

    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 83,780 shares
    Change vs previous 13F +832 shares

    3.6% of the 13F portfolio, value $8,433,258.

    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 82,948 shares
    Change vs previous 13F +6,163 shares

    3.61% of the 13F portfolio, value $8,326,167.

    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 76,785 shares
    Change vs previous 13F +5,430 shares

    3.41% of the 13F portfolio, value $7,732,094.

    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 71,355 shares
    Change vs previous 13F +6,558 shares

    3.57% of the 13F portfolio, value $7,191,329.

    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 64,797 shares
    Change vs previous 13F +4,599 shares

    3.78% of the 13F portfolio, value $6,522,894.

    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 60,198 shares
    Change vs previous 13F -2,671 shares

    3.55% of the 13F portfolio, value $6,038,756.

    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 62,869 shares
    Change vs previous 13F not available

    3.67% of the 13F portfolio, value $6,332,203.

    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).