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

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

Heritage Wealth Management, Inc./Texas held 621,176 DFAI 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 621,176 shares
    Change vs previous 13F -1,686 shares

    9.86% of the 13F portfolio, value $25,623,896.

    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 622,862 shares
    Change vs previous 13F +15,810 shares

    10.37% of the 13F portfolio, value $24,266,614.

    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 607,052 shares
    Change vs previous 13F +2,137 shares

    10.04% of the 13F portfolio, value $23,134,743.

    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 604,915 shares
    Change vs previous 13F +222,972 shares

    9.69% of the 13F portfolio, value $21,988,746.

    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 381,943 shares
    Change vs previous 13F +23,687 shares

    6.57% of the 13F portfolio, value $13,229,574.

    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 358,256 shares
    Change vs previous 13F -40,108 shares

    6.48% of the 13F portfolio, value $11,188,403.

    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 398,364 shares
    Change vs previous 13F +52,246 shares

    6.85% of the 13F portfolio, value $11,632,077.

    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 346,118 shares
    Change vs previous 13F not available

    6.38% of the 13F portfolio, value $10,999,453.

    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).