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Heritage Wealth Partners, LLC: GOOGL position timeline

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

Heritage Wealth Partners, LLC held 10,400 GOOGL 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 10,400 shares
    Change vs previous 13F +23 shares

    2.45% of the 13F portfolio, value $1,608,261.

    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 10,377 shares
    Change vs previous 13F +83 shares

    2.46% of the 13F portfolio, value $1,964,421.

    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 10,294 shares
    Change vs previous 13F +454 shares

    2.01% of the 13F portfolio, value $1,707,242.

    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 9,840 shares
    Change vs previous 13F -2,442 shares

    2.6% of the 13F portfolio, value $1,792,343.

    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 12,282 shares
    Change vs previous 13F 0 shares

    3.5% of the 13F portfolio, value $1,715,673.

    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 12,282 shares
    Change vs previous 13F -228 shares

    3.5% of the 13F portfolio, value $1,715,673.

    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 12,510 shares
    Change vs previous 13F +2,930 shares

    3.49% of the 13F portfolio, value $1,637,059.

    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 9,580 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,146,726.

    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).