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

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

Heritage Wealth Management, Inc. /CA/ held 45,500 DFNM 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 45,500 shares
    Change vs previous 13F +7,618 shares

    1.1% of the 13F portfolio, value $2,199,232.

    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 37,882 shares
    Change vs previous 13F +5,257 shares

    1.01% of the 13F portfolio, value $1,815,683.

    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 32,625 shares
    Change vs previous 13F +3,094 shares

    1.02% of the 13F portfolio, value $1,571,553.

    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 29,531 shares
    Change vs previous 13F +1,643 shares

    0.97% of the 13F portfolio, value $1,416,900.

    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 27,888 shares
    Change vs previous 13F +20 shares

    1% of the 13F portfolio, value $1,322,728.

    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 27,868 shares
    Change vs previous 13F +2,035 shares

    1.13% of the 13F portfolio, value $1,325,684.

    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 25,833 shares
    Change vs previous 13F +3,970 shares

    1.05% of the 13F portfolio, value $1,234,035.

    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 21,863 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,061,227.

    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).