Filer · Institutional
Heritage Wealth Management,Inc./Texas
CIK 0001966400TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 12
Q1 202613F-HR
0001966400-26-000002 · filed 2026-05-06
41
positions
Q4 202513F-HR
0001966400-26-000001 · filed 2026-02-09
38
positions
Q3 202513F-HR
0001966400-25-000002 · filed 2025-10-31
39
positions
Q2 202513F-HR
0001085146-25-004437 · filed 2025-08-01
35
positions
Q1 202513F-HR
0001085146-25-002222 · filed 2025-04-22
35
positions
Q4 202413F-HR
0001085146-25-000319 · filed 2025-01-21
31
positions
Q3 202413F-HR
0001085146-24-005229 · filed 2024-10-30
39
positions
Q2 202413F-HR
0001085146-24-003348 · filed 2024-07-30
38
positions
Q1 202413F-HR
0001085146-24-002031 · filed 2024-04-25
36
positions
Q4 202313F-HR
0001085146-24-000477 · filed 2024-01-25
35
positions
Q3 202313F-HR
0001085146-23-004170 · filed 2023-11-08
26
positions
Q2 202313F-HR
0001085146-23-003015 · filed 2023-08-03
25
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.