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Disclosery

Heritage Wealth Partners, LLC: IVV position timeline

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

Heritage Wealth Partners, LLC held 10,575 IVV 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 10,575 shares
    Change vs previous 13F -5,113 shares

    9.06% of the 13F portfolio, value $5,942,096.

    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 15,688 shares
    Change vs previous 13F +3,027 shares

    11.59% of the 13F portfolio, value $9,235,026.

    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 12,661 shares
    Change vs previous 13F -3,875 shares

    8.59% of the 13F portfolio, value $7,302,958.

    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 16,536 shares
    Change vs previous 13F -1,728 shares

    13.11% of the 13F portfolio, value $9,049,143.

    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 18,264 shares
    Change vs previous 13F 0 shares

    17.8% of the 13F portfolio, value $8,723,663.

    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 18,264 shares
    Change vs previous 13F -2,131 shares

    17.8% of the 13F portfolio, value $8,723,663.

    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 20,395 shares
    Change vs previous 13F -690 shares

    18.68% of the 13F portfolio, value $8,758,430.

    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 21,085 shares
    Change vs previous 13F not available

    5.54% of the 13F portfolio, value $9,398,008.

    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).