Heritage Wealth Partners, LLC: EDV position timeline

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

Heritage Wealth Partners, LLC held 0 EDV shares at 2024-06-30 per its 13F-HR filed 2024-07-05.

the latest 13F is the newest step

period ended2024-06-30
13F 0 shares
Change vs previous 13F -3,227 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 3,227 shares
Change vs previous 13F 0 shares
0.53% of the 13F portfolio, value $261,491.
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).
period ended2023-12-31
13F 3,227 shares
Change vs previous 13F -125 shares
0.53% of the 13F portfolio, value $261,491.
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).
period ended2023-09-30
13F 3,352 shares
Change vs previous 13F -4,141 shares
0.5% of the 13F portfolio, value $234,770.
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).
period ended2023-06-30
13F 7,493 shares
Change vs previous 13F not available
0.38% of the 13F portfolio, value $652,393.
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).