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Disclosery

Heritage Wealth Management, Inc.: DWLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Management, Inc. on DWLD, newest first. How the timeline and the estimate are built.

Heritage Wealth Management, Inc. held 33,853 DWLD shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,853 shares
    Change vs previous 13F +1,581 shares

    0.39% of the 13F portfolio, value $1,565,363.

    13F-HR 0001944755-26-000003 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 32,272 shares
    Change vs previous 13F +623 shares

    0.7% of the 13F portfolio, value $1,413,836.

    13F-HR 0001944755-26-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,649 shares
    Change vs previous 13F +4,929 shares

    0.41% of the 13F portfolio, value $1,476,109.

    13F-HR 0001944755-26-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 26,720 shares
    Change vs previous 13F +2,400 shares

    0.35% of the 13F portfolio, value $1,208,546.

    13F-HR 0001944755-25-000006 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 24,320 shares
    Change vs previous 13F +2,900 shares

    0.33% of the 13F portfolio, value $1,007,835.

    13F-HR 0001944755-25-000005 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,420 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $807,322.

    13F-HR 0001944755-25-000002 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 21,420 shares
    Change vs previous 13F +850 shares

    0.26% of the 13F portfolio, value $777,760.

    13F-HR 0001944755-25-000001 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 20,570 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $779,617.

    13F-HR 0001944755-24-000004 filed by Heritage Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).