Heritage Wealth Management, Inc.
Position in BGIG — Bahl & Gaynor Income Growth ETF
CIK 1944755
CINCINNATI, OH
All Filings in BGIG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BGIG | $1,762,780 | 53,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 BGIG | $1,714,815 | 53,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 BGIG | $1,707,024 | 53,000 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 BGIG | $1,612,790 | 53,000 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 BGIG | $1,570,390 | 53,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 BGIG | $1,554,967 | 53,000 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 BGIG | $1,589,258 | 53,000 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 BGIG | $1,478,700 | 53,000 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||