Heritage Wealth Management, Inc./Texas

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Houston, TX
CIK
0001966400
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 35 141,954 DFUS, DFUV, DFAS, VNQ 13F-HR 1/24/2024 000108514624000477
Q3 2023 26 110,155 DFUS, DFUV, DFAS, VNQ 13F-HR 11/7/2023 000108514623004170
Q2 2023 25 112,952 DFUS, DFUV, DFAS, VNQ 13F-HR 8/2/2023 000108514623003015
Q1 2023 24 103,851 DFUS, DFUV, DFAS, VNQ 13F-HR 5/2/2023 000108514623002024
Q4 2022 27 98,581 DFUS, DFUV, DFAS, VNQ 13F-HR 2/23/2023 000108514623001428