13F Filings History of Heritage Wealth Management, Inc.

Latest 13F report
Q4 2025 - 26 Jan 2026
Value $
$359,605,646
Signature - Title
Desaree Tatum - Team Lead, Compliance Support
Location
Cincinnati, OH
Summary
This page shows a list of all the recent 13F filings made by Heritage Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Heritage Wealth Management, Inc. reported 258 stock holdings with total value $359,605,646 as of Q4 2025. Top holdings included PG, AAPL, MSFT, USB, and JPM.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 258 $359,605,646 +$21,676,488 -$10,276,244 +$11,400,244 PG, AAPL, MSFT, USB, JPM 13F-HR 26 Jan 2026, 16:13
Q3 2025 248 $340,624,442 +$18,079,426 -$6,121,676 +$11,957,750 PG, MSFT, AAPL, USB, JPM 13F-HR 04 Nov 2025, 11:32
Q2 2025 239 $308,953,226 +$12,390,231 -$13,123,706 -$733,475 MSFT, PG, AAPL, USB, JPM 13F-HR 14 Aug 2025, 09:48
Q1 2025 228 $293,814,730 +$8,330,530 -$12,765,428 -$4,434,898 PG, AAPL, MSFT, USB, JPM 13F-HR 29 Apr 2025, 17:02
Q4 2024 224 $300,799,553 +$8,555,969 -$8,826,354 -$270,385 PG, AAPL, MSFT, USB, JPM 13F-HR 05 Feb 2025, 15:37
Q3 2024 229 $305,008,145 +$8,690,611 -$14,755,027 -$6,064,416 PG, AAPL, MSFT, USB, LLY 13F-HR 31 Oct 2024, 12:51
Q2 2024 220 $297,991,568 $0 $0 $0 PG, MSFT, AAPL, USB, LLY 13F-HR 09 Sep 2024, 13:03