Skip to content
Disclosery

Heritage Wealth Partners, LLC: IJH position timeline

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

Heritage Wealth Partners, LLC held 4,246 IJH 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 4,246 shares
    Change vs previous 13F -87 shares

    0.38% of the 13F portfolio, value $247,738.

    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 4,333 shares
    Change vs previous 13F -33 shares

    0.34% of the 13F portfolio, value $270,019.

    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 4,366 shares
    Change vs previous 13F +13 shares

    0.32% of the 13F portfolio, value $272,096.

    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 4,353 shares
    Change vs previous 13F +3,433 shares

    0.37% of the 13F portfolio, value $254,713.

    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 920 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $254,850.

    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 920 shares
    Change vs previous 13F +8 shares

    0.52% of the 13F portfolio, value $254,850.

    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 912 shares
    Change vs previous 13F -68 shares

    0.49% of the 13F portfolio, value $227,411.

    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 980 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $256,255.

    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).