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Disclosery

Heritage Wealth Partners, LLC: GLD position timeline

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

Heritage Wealth Partners, LLC held 27,733 GLD 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 27,733 shares
    Change vs previous 13F +20,075 shares

    12.18% of the 13F portfolio, value $7,990,987.

    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 7,658 shares
    Change vs previous 13F -8,970 shares

    2.33% of the 13F portfolio, value $1,854,232.

    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 16,628 shares
    Change vs previous 13F +5,053 shares

    4.75% of the 13F portfolio, value $4,041,602.

    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 11,575 shares
    Change vs previous 13F +1,681 shares

    3.61% of the 13F portfolio, value $2,488,741.

    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 9,894 shares
    Change vs previous 13F 0 shares

    3.86% of the 13F portfolio, value $1,891,436.

    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 9,894 shares
    Change vs previous 13F -247 shares

    3.86% of the 13F portfolio, value $1,891,436.

    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 10,141 shares
    Change vs previous 13F +627 shares

    3.71% of the 13F portfolio, value $1,738,674.

    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 9,514 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,696,061.

    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).