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Disclosery

Heritage Wealth Partners, LLC: SHV position timeline

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

Heritage Wealth Partners, LLC held 9,342 SHV 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 9,342 shares
    Change vs previous 13F -135 shares

    1.57% of the 13F portfolio, value $1,031,879.

    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 9,477 shares
    Change vs previous 13F -268 shares

    1.31% of the 13F portfolio, value $1,043,528.

    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 9,745 shares
    Change vs previous 13F -747 shares

    1.27% of the 13F portfolio, value $1,078,085.

    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 10,492 shares
    Change vs previous 13F -2,413 shares

    1.68% of the 13F portfolio, value $1,159,352.

    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 12,905 shares
    Change vs previous 13F 0 shares

    2.9% of the 13F portfolio, value $1,421,259.

    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 12,905 shares
    Change vs previous 13F -2,671 shares

    2.9% of the 13F portfolio, value $1,421,259.

    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 15,576 shares
    Change vs previous 13F -6,031 shares

    3.67% of the 13F portfolio, value $1,720,681.

    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 21,607 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $2,386,497.

    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).