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

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

Heritage Wealth Management, Inc./Texas held 426,641 DFAS 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 426,641 shares
    Change vs previous 13F -7,665 shares

    13.52% of the 13F portfolio, value $35,129,618.

    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 434,306 shares
    Change vs previous 13F +7,181 shares

    13.2% of the 13F portfolio, value $30,892,236.

    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 427,125 shares
    Change vs previous 13F +11,156 shares

    12.91% of the 13F portfolio, value $29,758,147.

    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 415,969 shares
    Change vs previous 13F +7,197 shares

    12.56% of the 13F portfolio, value $28,477,494.

    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 408,772 shares
    Change vs previous 13F +59,384 shares

    12.93% of the 13F portfolio, value $26,035,140.

    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 349,388 shares
    Change vs previous 13F +6,196 shares

    12.09% of the 13F portfolio, value $20,875,936.

    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 343,192 shares
    Change vs previous 13F +11,126 shares

    13.15% of the 13F portfolio, value $22,334,997.

    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 332,066 shares
    Change vs previous 13F not available

    12.48% of the 13F portfolio, value $21,522,856.

    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).