Heritage Wealth Management, Inc./Texas PSKY β€” PARAMOUNT SKYDANCE CORP

Ownership history in Heritage Wealth Management, Inc./Texas  Β·  1 quarter on record

AI Ownership Summary

Heritage Wealth Management, Inc./Texas reported PARAMOUNT SKYDANCE CORP (PSKY) in 1 quarterly 13F filing from 2026 Q2 through 2026 Q2. Peak portfolio weight reached 0.06% in 2026 Q2. The latest visible filing shows PSKY at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PSKY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Heritage Wealth Management, Inc./Texas's position in PARAMOUNT SKYDANCE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

PSKY was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Heritage Wealth Management, Inc./Texas held PSKY β€” position size vs. price
% of Fund (quarterly)    PSKY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 INITIATED β€” β€” β€” 15,000 β€” β€” 0.06% $148K 2026-08-10 $9.27

FAQ About Heritage Wealth Management, Inc./Texas and PSKY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Heritage Wealth Management, Inc./Texas reported owning PSKY?

Heritage Wealth Management, Inc./Texas reported PSKY across 1 quarterly 13F filings, from 2026 Q2 through 2026 Q2.

What was the largest reported PSKY position in Heritage Wealth Management, Inc./Texas's portfolio?

The largest reported portfolio weight for PSKY was 0.06% in 2026 Q2.

What is the latest reported PSKY position on this page?

The most recent filing on this page is 2026 Q2, when Heritage Wealth Management, Inc./Texas reported 15,000 shares, equal to 0.06% of portfolio, with an estimated market value of $148K.

What does the chart on this PSKY ownership page compare?

The chart compares Heritage Wealth Management, Inc./Texas's quarterly PSKY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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