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Heritage Wealth Partners, LLC: QQQM position timeline

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

Heritage Wealth Partners, LLC held 4,631 QQQM 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 4,631 shares
    Change vs previous 13F -14,226 shares

    1.36% of the 13F portfolio, value $893,899.

    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 18,857 shares
    Change vs previous 13F not available

    4.98% of the 13F portfolio, value $3,968,388.

    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).