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Disclosery

Heritage Wealth Partners, LLC: MSFT position timeline

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

Heritage Wealth Partners, LLC held 5,268 MSFT 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 5,268 shares
    Change vs previous 13F -2,188 shares

    3.01% of the 13F portfolio, value $1,977,400.

    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 7,456 shares
    Change vs previous 13F +604 shares

    3.94% of the 13F portfolio, value $3,142,618.

    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 6,852 shares
    Change vs previous 13F -437 shares

    3.47% of the 13F portfolio, value $2,948,623.

    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 7,289 shares
    Change vs previous 13F +36 shares

    4.72% of the 13F portfolio, value $3,257,866.

    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 7,253 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $2,727,571.

    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 7,253 shares
    Change vs previous 13F -9 shares

    5.57% of the 13F portfolio, value $2,727,571.

    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 7,262 shares
    Change vs previous 13F +1,230 shares

    4.89% of the 13F portfolio, value $2,292,992.

    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 6,032 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $2,054,117.

    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).