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Livermore
Livermore
ZHEN

Heritage Wealth Management, Inc.

SEC CIK
0002012170
Latest filing
Jul 22, 2026

HIMS holding history

Hims & Hers Health, Inc. in every 13F filed by Heritage Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HIMS overviewAll 13F holders of HIMSFull Q2 2026 holdings

Shares (Q2 2026)
16,111
Value
$558.6K
% of portfolio
0.3%
Quarters held
8
Since Q3 2024
Holdings of HIMS by Heritage Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,111$558.6K0.3%00.0%UnchangedHolders
Q1 202616,111$334.5K0.2%00.0%UnchangedHolders
Q4 202516,111$523.1K0.3%00.0%UnchangedHolders
Q3 202516,111$913.8K0.6%00.0%UnchangedHolders
Q2 202516,111$803.1K0.6%00.0%UnchangedHolders
Q1 202516,111$476.1K0.4%−24−0.1%ReducedHolders
Q4 202416,135$390.1K0.3%+24+0.1%AddedHolders
Q3 202416,111$296.8K0.3%+16,111NewHolders