Heritage Wealth Management, Inc. historic quarter change: USA Other Stocks, New
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Heritage Wealth Management, Inc. opened 2 positions, added to 0, reduced 2 and sold out of 6.
- Q1 2025: Stock SAFETY SHOT INCORPORATED COM NEW; Country of operation United States; Class COM NEW; Shares before 0.
- Q3 2024: Stock SAFETY SHOT INCORPORATED COM NEW; Country of operation United States; Class COM NEW; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1944755), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-28); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-20); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-14); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-29); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-05); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Paragon Capital Management LLC | United States | $0.202B | 57 |
| Pointe Capital Management LLC | United States | $0.202B | 153 |
| Spectrum Planning & Advisory Services Inc. | United States | $0.202B | 114 |
| Marmo Financial Group, LLC | United States | $0.202B | 38 |
| Brendel Financial Advisors LLC | United States | $0.202B | 95 |
| Nipun Capital, L.P. | United States | $0.202B | 8 |
| ARWA LLC | United States | $0.202B | 149 |
| Sowa Financial Group, Inc. | United States | $0.202B | 30 |
| Griffith & Werner, Inc. | United States | $0.202B | 72 |
| tru Independence LLC | United States | $0.202B | 102 |