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Disclosery

Heritage Wealth Partners, LLC: VGSH position timeline

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

Heritage Wealth Partners, LLC held 12,932 VGSH 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 12,932 shares
    Change vs previous 13F -185 shares

    1.16% of the 13F portfolio, value $758,979.

    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 13,117 shares
    Change vs previous 13F -74 shares

    0.96% of the 13F portfolio, value $763,141.

    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 13,191 shares
    Change vs previous 13F +363 shares

    0.92% of the 13F portfolio, value $778,511.

    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 12,828 shares
    Change vs previous 13F -4,577 shares

    1.08% of the 13F portfolio, value $743,921.

    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 17,405 shares
    Change vs previous 13F 0 shares

    2.07% of the 13F portfolio, value $1,015,206.

    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 17,405 shares
    Change vs previous 13F -186 shares

    2.07% of the 13F portfolio, value $1,015,206.

    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 17,591 shares
    Change vs previous 13F -11,738 shares

    2.16% of the 13F portfolio, value $1,013,248.

    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 29,329 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $1,693,156.

    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).