Heritage Wealth Management, Inc.
Position in SMIG — Bahl & Gaynor Small/Mid Cap Income Growth ETF
CIK 1944755
CINCINNATI, OH
All Filings in SMIG
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SMIG | $2,518,817 | 85,820 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 SMIG | $2,471,616 | 85,820 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 SMIG | $2,541,988 | 85,820 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 SMIG | $2,475,907 | 85,820 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SMIG | $2,328,618 | 81,620 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 SMIG | $2,316,942 | 79,620 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 SMIG | $2,176,944 | 74,400 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 SMIG | $1,952,256 | 74,400 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||