Heritage Wealth Management, Inc.

SEC CIK: 0002012170
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SRE holding history

Sempra 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.

SRE overview All 13F holders of SRE Full Q2 2026 holdings

Shares (Q2 2026): 0; Sold out in Q2 2026
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q4 2024

Holdings of SRE by Heritage Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	0	$0	0.0%	−2,111−100.0%	Sold out	Holders
Q1 2026	2,111	$205.1K	0.1%	+2,111	New	Holders
Q1 2025	0	$0	0.0%	−2,444−100.0%	Sold out	Holders
Q4 2024	2,444	$214.4K	0.2%	+2,444	New	Holders