Heritage Wealth Partners, LLC: SPY position timeline

Heritage Wealth Partners, LLC held 428 SPY 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 428 shares

   Change vs previous 13F -381 shares

   0.37% of the 13F portfolio, value $239,468.

   13F-HR 0001963794-25-000003 filed by Heritage Wealth Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 809 shares

   Change vs previous 13F -7 shares

   0.6% of the 13F portfolio, value $474,421.

   13F-HR 0001963794-25-000001 filed by Heritage Wealth Partners, LLC
   Filed 2025-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 816 shares

   Change vs previous 13F -15 shares

   0.55% of the 13F portfolio, value $467,958.

   13F-HR 0001963794-24-000005 filed by Heritage Wealth Partners, LLC
   Filed 2024-10-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 831 shares

   Change vs previous 13F -607 shares

   0.65% of the 13F portfolio, value $452,102.

   13F-HR 0001963794-24-000003 filed by Heritage Wealth Partners, LLC
   Filed 2024-07-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 1,438 shares

   Change vs previous 13F 0 shares

   1.4% of the 13F portfolio, value $683,686.

   13F-HR 0001963794-24-000002 filed by Heritage Wealth Partners, LLC
   Filed 2024-04-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-12-31

   13F 1,438 shares

   Change vs previous 13F -12 shares

   1.4% of the 13F portfolio, value $683,686.

   13F-HR 0001963794-24-000001 filed by Heritage Wealth Partners, LLC
   Filed 2024-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-09-30

   13F 1,450 shares

   Change vs previous 13F -139 shares

   1.32% of the 13F portfolio, value $619,850.

   13F-HR 0001963794-23-000004 filed by Heritage Wealth Partners, LLC
   Filed 2023-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-06-30

   13F 1,589 shares

   Change vs previous 13F not available

   0.41% of the 13F portfolio, value $704,357.

   13F-HR 0001963794-23-000003 filed by Heritage Wealth Partners, LLC
   Filed 2023-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).