Heritage Wealth Partners, LLC: BIL position timeline

Heritage Wealth Partners, LLC held 16,356 BIL 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 16,356 shares

   Change vs previous 13F -1,582 shares

   2.29% of the 13F portfolio, value $1,500,335.

   13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

2. period ended2024-12-31

   13F 17,938 shares

   Change vs previous 13F -11,821 shares

   2.06% of the 13F portfolio, value $1,640,035.

   13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 29,759 shares

   Change vs previous 13F +10,391 shares

   3.21% of the 13F portfolio, value $2,732,145.

   13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 19,368 shares

   Change vs previous 13F -3,090 shares

   2.58% of the 13F portfolio, value $1,777,567.

   13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
   Filed 2024-07-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 22,458 shares

   Change vs previous 13F 0 shares

   4.19% of the 13F portfolio, value $2,052,445.

   13F-HR 0001963794-24-000002 filed by Heritage Wealth Partners, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

6. period ended2023-12-31

   13F 22,458 shares

   Change vs previous 13F -3,393 shares

   4.19% of the 13F portfolio, value $2,052,445.

   13F-HR 0001963794-24-000001 filed by Heritage Wealth Partners, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

7. period ended2023-09-30

   13F 25,851 shares

   Change vs previous 13F -17,754 shares

   5.06% of the 13F portfolio, value $2,373,618.

   13F-HR 0001963794-23-000004 filed by Heritage Wealth Partners, LLC
   Filed 2023-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

8. period ended2023-06-30

   13F 43,605 shares

   Change vs previous 13F not available

   2.36% of the 13F portfolio, value $4,003,829.

   13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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