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

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

Heritage Wealth Management, Inc./Texas held 95,612 VNQ 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 95,612 shares
    Change vs previous 13F +940 shares

    3.55% of the 13F portfolio, value $9,220,269.

    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 94,672 shares
    Change vs previous 13F +2,544 shares

    3.59% of the 13F portfolio, value $8,398,648.

    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 92,128 shares
    Change vs previous 13F +10,572 shares

    3.54% of the 13F portfolio, value $8,153,269.

    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 81,556 shares
    Change vs previous 13F +1,713 shares

    3.29% of the 13F portfolio, value $7,456,214.

    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 79,843 shares
    Change vs previous 13F -24,420 shares

    3.54% of the 13F portfolio, value $7,121,934.

    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 104,263 shares
    Change vs previous 13F -31,536 shares

    5.47% of the 13F portfolio, value $9,440,232.

    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 135,799 shares
    Change vs previous 13F +9,527 shares

    7.12% of the 13F portfolio, value $12,096,772.

    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 126,272 shares
    Change vs previous 13F not available

    7.13% of the 13F portfolio, value $12,302,386.

    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).