Heritage Wealth Management, Inc. historic quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Heritage Wealth Management, Inc. opened 144 positions, added to 194, reduced 587 and sold out of 129.
- Q2 2026: Stock NOW; Country of operation United States; Class COM; Shares before 4,980.
- Q2 2026: Stock OTIS; Country of operation United States; Class COM; Shares before 2,767.
- Q2 2026: Stock PPL; Country of operation United States; Class COM; Shares before 5,494.
- Q2 2026: Stock SEE; Country of operation —; Class COM; Shares before 4,800.
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.
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