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Heritage Wealth Management, Inc. /CA/ → DFTX
Heritage Wealth Management, Inc. /CA/ DFTX Position History
Definium Therapeutics, Inc. • Healthcare
Quarters held
3
Latest value
$472K
Q3 2026
Peak value
$564K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $272K |
| Q2 2026 | $564K |
| Q3 2026 | $472K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $472K | 12.4K | — | — |
| Q2 2026 | $564K | 12.0K | — | — |
| Q1 2026 | $272K | 14.4K | — | — |
Other funds holding DFTX
$144.2M
$144.2M
$49.2M
$46.7M
$43.6M
$43.6M