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Heritage Wealth Management, Inc./Texas: DFAE position timeline

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

Heritage Wealth Management, Inc./Texas held 198,791 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,791 shares
    Change vs previous 13F -18,149 shares

    3.08% of the 13F portfolio, value $7,993,740.

    13F-HR 0001966400-26-000003 filed by Heritage Wealth Management, Inc./Texas
    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 216,940 shares
    Change vs previous 13F +5,032 shares

    3.14% of the 13F portfolio, value $7,345,608.

    13F-HR 0001966400-26-000002 filed by Heritage Wealth Management, Inc./Texas
    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 211,908 shares
    Change vs previous 13F -7,425 shares

    3% of the 13F portfolio, value $6,901,571.

    13F-HR 0001966400-26-000001 filed by Heritage Wealth Management, Inc./Texas
    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 219,333 shares
    Change vs previous 13F +69,061 shares

    3.05% of the 13F portfolio, value $6,915,903.

    13F-HR 0001966400-25-000002 filed by Heritage Wealth Management, Inc./Texas
    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 150,272 shares
    Change vs previous 13F -3,367 shares

    2.16% of the 13F portfolio, value $4,343,156.

    13F-HR 0001085146-25-004437 filed by Heritage Wealth Management, Inc./Texas
    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 153,639 shares
    Change vs previous 13F -36,457 shares

    2.3% of the 13F portfolio, value $3,977,706.

    13F-HR 0001085146-25-002222 filed by Heritage Wealth Management, Inc./Texas
    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 190,096 shares
    Change vs previous 13F +22,903 shares

    2.84% of the 13F portfolio, value $4,822,707.

    13F-HR 0001085146-25-000319 filed by Heritage Wealth Management, Inc./Texas
    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 167,193 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $4,582,727.

    13F-HR 0001085146-24-005229 filed by Heritage Wealth Management, Inc./Texas
    Filed (acceptance time not in the bulk data set), ingested

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