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Heritage Wealth Partners, LLC: QQQ position timeline

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

Heritage Wealth Partners, LLC held 8,344 QQQ 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 8,344 shares
    Change vs previous 13F -1,760 shares

    5.97% of the 13F portfolio, value $3,912,744.

    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 10,104 shares
    Change vs previous 13F +52 shares

    6.48% of the 13F portfolio, value $5,165,617.

    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 10,052 shares
    Change vs previous 13F -3,372 shares

    5.77% of the 13F portfolio, value $4,905,913.

    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 13,424 shares
    Change vs previous 13F +2,209 shares

    9.32% of the 13F portfolio, value $6,431,351.

    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 11,215 shares
    Change vs previous 13F 0 shares

    9.37% of the 13F portfolio, value $4,592,848.

    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 11,215 shares
    Change vs previous 13F -934 shares

    9.37% of the 13F portfolio, value $4,592,848.

    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 12,149 shares
    Change vs previous 13F +3,753 shares

    9.28% of the 13F portfolio, value $4,352,558.

    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 8,396 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $3,101,521.

    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).