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

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

Heritage Wealth Management, Inc./Texas held 110,663 DFAX 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 110,663 shares
    Change vs previous 13F -5,585 shares

    1.57% of the 13F portfolio, value $4,076,799.

    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 116,248 shares
    Change vs previous 13F +750 shares

    1.69% of the 13F portfolio, value $3,948,909.

    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 115,498 shares
    Change vs previous 13F -935 shares

    1.64% of the 13F portfolio, value $3,780,227.

    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 116,433 shares
    Change vs previous 13F -3,913 shares

    1.61% of the 13F portfolio, value $3,653,640.

    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 120,346 shares
    Change vs previous 13F -1,400 shares

    1.75% of the 13F portfolio, value $3,514,489.

    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 121,746 shares
    Change vs previous 13F -10,618 shares

    1.85% of the 13F portfolio, value $3,189,724.

    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 132,364 shares
    Change vs previous 13F -23,446 shares

    1.94% of the 13F portfolio, value $3,290,575.

    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 155,810 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $4,208,430.

    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).