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

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

Heritage Wealth Management, Inc./Texas held 667,599 DFUV 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 667,599 shares
    Change vs previous 13F -20,347 shares

    14.14% of the 13F portfolio, value $36,724,754.

    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 687,946 shares
    Change vs previous 13F +12,201 shares

    14.25% of the 13F portfolio, value $33,337,908.

    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 675,745 shares
    Change vs previous 13F -3,121 shares

    13.66% of the 13F portfolio, value $31,482,962.

    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 678,866 shares
    Change vs previous 13F +5,505 shares

    13.38% of the 13F portfolio, value $30,338,640.

    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 673,361 shares
    Change vs previous 13F -54,784 shares

    14.15% of the 13F portfolio, value $28,489,640.

    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 728,145 shares
    Change vs previous 13F +12,652 shares

    17.38% of the 13F portfolio, value $30,006,684.

    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 715,493 shares
    Change vs previous 13F +56,189 shares

    17.23% of the 13F portfolio, value $29,277,799.

    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 659,304 shares
    Change vs previous 13F not available

    15.93% of the 13F portfolio, value $27,486,418.

    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).