Heritage Wealth Management, Inc./Texas

Position in TRGP — Targa Resources Corp.

CIK 1966400 HOUSTON, TX

Position in TRGP

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,286,803

+$83,550 QoQ

Shares Held

4,799

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

13.32%

of 13F equity value

Holder Rank

#495

of 1,080 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Heritage Wealth Management, Inc./Texas holds $1,286,803 across 1 Oil & Gas Midstream name. TRGP ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	TRGP	Targa Resources Corp. This page	4,799	$1,286,803

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,286,803	4,799	0.0%	Shares	Sole	2026-08-10
2026-03-31	$1,203,253	4,799	0.0%	Shares	Sole	2026-05-06
2025-12-31	$885,415	4,799	0.0%	Shares	Sole	2026-02-09
2025-09-30	$804,024	4,799	-19.5%	Shares	Sole	2025-10-31
2025-06-30	$1,037,864	5,962	0.0%	Shares	Sole	2025-08-01
2025-03-31	$1,195,202	5,962	-6.4%	Shares	Sole	2025-04-22
2024-12-31	$1,136,509	6,367	-49.4%	Shares	Sole	2025-01-21
2024-09-30	$1,862,557	12,584	+10.2%	Shares	Sole	2024-10-30
2024-06-30	$1,470,796	11,421	+22.4%	Shares	Sole	2024-07-30
2024-03-31	$1,044,978	9,331	0.0%	Shares	Sole	2024-04-25
2023-12-31	$810,583	9,331	+47.8%	Shares	Sole	2024-01-25
2023-09-30	$541,321	6,315	+30.3%	Shares	Sole	2023-11-08
2023-06-30	$368,856	4,847	0.0%	Shares	Sole	2023-08-03
2023-03-31	$353,588	4,847	-0.6%	Shares	Sole	2023-05-03
2022-12-31	$358,459	4,877	—	Shares	Sole	2023-02-23
No filing history on record for this holder in this stock.