Heritage Wealth Management, Inc. /CA/
Position in DFTX — Definium Therapeutics, Inc.
CIK 2012170
SAN DIEGO, CA
Position in DFTX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$564,480
+$292,793 QoQ
Shares Held
12,000
-16.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#200
of 358 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DFTX Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Heritage Wealth Management, Inc. /CA/ holds $564,480 across 1 Biotechnology name. DFTX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DFTX |
Definium Therapeutics, Inc.
This page
|
12,000 | $564,480 |
All Filings in DFTX
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $564,480 | 12,000 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $271,687 | 14,375 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||