Skip to content
Disclosery

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

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

Heritage Wealth Management, Inc./Texas held 334,600 DFCF 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 334,600 shares
    Change vs previous 13F +23,373 shares

    5.44% of the 13F portfolio, value $14,123,694.

    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 311,227 shares
    Change vs previous 13F +9,947 shares

    5.62% of the 13F portfolio, value $13,139,990.

    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 301,280 shares
    Change vs previous 13F +15,859 shares

    5.56% of the 13F portfolio, value $12,822,863.

    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 285,421 shares
    Change vs previous 13F +19,055 shares

    5.38% of the 13F portfolio, value $12,205,015.

    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 266,366 shares
    Change vs previous 13F -4,954 shares

    5.6% of the 13F portfolio, value $11,273,337.

    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 271,320 shares
    Change vs previous 13F +10,512 shares

    6.61% of the 13F portfolio, value $11,411,593.

    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 260,808 shares
    Change vs previous 13F +10,168 shares

    6.34% of the 13F portfolio, value $10,763,757.

    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 250,640 shares
    Change vs previous 13F not available

    6.27% of the 13F portfolio, value $10,825,077.

    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).