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

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

Heritage Wealth Management, Inc./Texas held 889,725 DFUS 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 889,725 shares
    Change vs previous 13F -4,889 shares

    28.07% of the 13F portfolio, value $72,903,982.

    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 894,614 shares
    Change vs previous 13F +11,492 shares

    27.11% of the 13F portfolio, value $63,437,592.

    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 883,122 shares
    Change vs previous 13F -12,344 shares

    28.43% of the 13F portfolio, value $65,501,462.

    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 895,466 shares
    Change vs previous 13F +12,719 shares

    28.6% of the 13F portfolio, value $64,867,486.

    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 882,747 shares
    Change vs previous 13F +99,947 shares

    29.36% of the 13F portfolio, value $59,113,899.

    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 782,800 shares
    Change vs previous 13F -18,570 shares

    27.43% of the 13F portfolio, value $47,344,166.

    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 801,370 shares
    Change vs previous 13F -18,764 shares

    30.07% of the 13F portfolio, value $51,086,765.

    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 820,134 shares
    Change vs previous 13F not available

    29.57% of the 13F portfolio, value $51,012,317.

    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).