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Disclosery

Heritage Wealth Partners, LLC: DIA position timeline

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

Heritage Wealth Partners, LLC held 6,740 DIA 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 6,740 shares
    Change vs previous 13F -3,996 shares

    4.31% of the 13F portfolio, value $2,829,974.

    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 10,736 shares
    Change vs previous 13F +976 shares

    5.73% of the 13F portfolio, value $4,568,200.

    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 9,760 shares
    Change vs previous 13F -1,717 shares

    4.86% of the 13F portfolio, value $4,129,601.

    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 11,477 shares
    Change vs previous 13F +5,391 shares

    6.5% of the 13F portfolio, value $4,489,060.

    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 6,086 shares
    Change vs previous 13F 0 shares

    4.68% of the 13F portfolio, value $2,293,612.

    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 6,086 shares
    Change vs previous 13F -1,256 shares

    4.68% of the 13F portfolio, value $2,293,612.

    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 7,342 shares
    Change vs previous 13F +4,408 shares

    5.25% of the 13F portfolio, value $2,459,223.

    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 2,934 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $1,008,856.

    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).