Heritage Wealth Partners, LLC: UAUG position timeline

Heritage Wealth Partners, LLC held 20,375 UAUG 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 20,375 shares

   Change vs previous 13F -1,871 shares

   1.08% of the 13F portfolio, value $705,382.

   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 22,246 shares

   Change vs previous 13F -48,249 shares

   0.99% of the 13F portfolio, value $789,940.

   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 70,495 shares

   Change vs previous 13F +52,581 shares

   2.9% of the 13F portfolio, value $2,469,440.

   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 17,914 shares

   Change vs previous 13F -21,930 shares

   0.87% of the 13F portfolio, value $602,806.

   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 39,844 shares

   Change vs previous 13F 0 shares

   2.5% of the 13F portfolio, value $1,224,805.

   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 39,844 shares

   Change vs previous 13F -6,782 shares

   2.5% of the 13F portfolio, value $1,224,805.

   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 46,626 shares

   Change vs previous 13F not available

   2.85% of the 13F portfolio, value $1,336,301.

   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).