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Disclosery

Heritage Wealth Partners, LLC: IEF position timeline

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

Heritage Wealth Partners, LLC held 5,212 IEF 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 5,212 shares
    Change vs previous 13F -94 shares

    0.76% of the 13F portfolio, value $497,068.

    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 5,306 shares
    Change vs previous 13F -19,323 shares

    0.62% of the 13F portfolio, value $490,540.

    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 24,629 shares
    Change vs previous 13F +18,552 shares

    2.84% of the 13F portfolio, value $2,416,597.

    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 6,077 shares
    Change vs previous 13F -1,562 shares

    0.82% of the 13F portfolio, value $569,089.

    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 7,639 shares
    Change vs previous 13F 0 shares

    1.5% of the 13F portfolio, value $736,365.

    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 7,639 shares
    Change vs previous 13F -101 shares

    1.5% of the 13F portfolio, value $736,365.

    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 7,740 shares
    Change vs previous 13F -6,060 shares

    1.51% of the 13F portfolio, value $708,944.

    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 13,800 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $1,333,039.

    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).