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Heritage Wealth Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Wealth Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

Heritage Wealth Partners, LLC held 12,237 AAPL shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 12,237 shares
    Change vs previous 13F -3,670 shares

    4.14% of the 13F portfolio, value $2,718,181.

    13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 15,907 shares
    Change vs previous 13F +1,076 shares

    5% of the 13F portfolio, value $3,983,493.

    13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 14,831 shares
    Change vs previous 13F -482 shares

    4.06% of the 13F portfolio, value $3,455,581.

    13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 15,313 shares
    Change vs previous 13F -621 shares

    4.67% of the 13F portfolio, value $3,225,258.

    13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 15,934 shares
    Change vs previous 13F 0 shares

    6.26% of the 13F portfolio, value $3,067,708.

    13F-HR 0001963794-24-000002 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 15,934 shares
    Change vs previous 13F -152 shares

    6.26% of the 13F portfolio, value $3,067,708.

    13F-HR 0001963794-24-000001 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-09-30
    13F 16,086 shares
    Change vs previous 13F +1,942 shares

    5.87% of the 13F portfolio, value $2,754,038.

    13F-HR 0001963794-23-000004 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-06-30
    13F 14,144 shares
    Change vs previous 13F not available

    1.62% of the 13F portfolio, value $2,743,599.

    13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).