Skip to content
Disclosery

Heritage Wealth Partners, LLC: PDEC position timeline

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

Heritage Wealth Partners, LLC held 0 PDEC 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 0 shares
    Change vs previous 13F -53,447 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 53,447 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $2,053,434.

    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).