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Disclosery

Heritage Wealth Partners, LLC: SPGM position timeline

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

Heritage Wealth Partners, LLC held 3,679 SPGM 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 3,679 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $229,653.

    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 3,679 shares
    Change vs previous 13F +40 shares

    0.29% of the 13F portfolio, value $233,001.

    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 3,639 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $235,703.

    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 3,639 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $221,183.

    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).