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Heritage Wealth Management, Inc.

SEC CIK
0002012170
Latest filing
Jul 22, 2026

DFTX holding history

Definium Therapeutics, Inc. in every 13F filed by Heritage Wealth Management, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFTX overviewAll 13F holders of DFTXFull Q2 2026 holdings

Shares (Q2 2026)
12,000
Value
$564.5K
% of portfolio
0.3%
Quarters held
2
Since Q1 2026
Holdings of DFTX by Heritage Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,000$564.5K0.3%−2,375−16.5%ReducedHolders
Q1 202614,375$271.7K0.2%+14,375NewHolders