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Heritage Wealth Management, Inc. /CA/: DFAC position timeline

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

Heritage Wealth Management, Inc. /CA/ held 127,308 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,308 shares
    Change vs previous 13F -1,062 shares

    2.81% of the 13F portfolio, value $5,647,383.

    13F-HR 0001420506-26-001271 filed by Heritage Wealth Management, Inc. /CA/
    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 128,370 shares
    Change vs previous 13F -3,303 shares

    2.78% of the 13F portfolio, value $4,988,458.

    13F-HR 0001420506-26-000911 filed by Heritage Wealth Management, Inc. /CA/
    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 131,673 shares
    Change vs previous 13F -731 shares

    3.38% of the 13F portfolio, value $5,212,934.

    13F-HR 0001420506-26-000168 filed by Heritage Wealth Management, Inc. /CA/
    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 132,404 shares
    Change vs previous 13F -1,937 shares

    3.49% of the 13F portfolio, value $5,106,822.

    13F-HR 0001420506-25-003005 filed by Heritage Wealth Management, Inc. /CA/
    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 134,341 shares
    Change vs previous 13F -11,121 shares

    3.65% of the 13F portfolio, value $4,814,781.

    13F-HR 0001941040-25-000364 filed by Heritage Wealth Management, Inc. /CA/
    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 145,462 shares
    Change vs previous 13F -2,388 shares

    4.1% of the 13F portfolio, value $4,798,791.

    13F-HR 0001941040-25-000247 filed by Heritage Wealth Management, Inc. /CA/
    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 147,850 shares
    Change vs previous 13F -9,461 shares

    4.37% of the 13F portfolio, value $5,114,132.

    13F-HR 0001941040-25-000121 filed by Heritage Wealth Management, Inc. /CA/
    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 157,311 shares
    Change vs previous 13F not available

    4.87% of the 13F portfolio, value $5,394,194.

    13F-HR 0001941040-24-000442 filed by Heritage Wealth Management, Inc. /CA/
    Filed (acceptance time not in the bulk data set), ingested

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