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Disclosery

Heritage Wealth Partners, LLC: SPYM position timeline

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

Heritage Wealth Partners, LLC held 11,460 SPYM 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 11,460 shares
    Change vs previous 13F +1,439 shares

    1.15% of the 13F portfolio, value $753,585.

    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 10,021 shares
    Change vs previous 13F +1,754 shares

    0.87% of the 13F portfolio, value $690,839.

    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 8,267 shares
    Change vs previous 13F +1,562 shares

    0.66% of the 13F portfolio, value $558,076.

    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 6,705 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $429,097.

    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).