Heritage Wealth Management, Inc.
Holdings in USA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $361,690 | 57,594 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $376,082 | 59,319 | Shares | Sole | 2025-11-04 |
| 2025-06-30 | $403,962 | 59,319 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $541,521 | 82,675 | Shares | Sole | 2025-04-29 |
| 2024-12-31 | $582,361 | 83,793 | Shares | Sole | 2025-02-05 |
| 2024-09-30 | $599,673 | 84,461 | Shares | Sole | 2024-10-31 |
| 2024-06-30 | $574,334 | 84,461 | Shares | Sole | 2024-09-09 |