Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
DIA holding history
SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Heritage Wealth Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
DIA overviewAll 13F holders of DIAFull Q1 2025 holdings
- Shares (Q1 2025)
- 6,740
- Value
- $2.83M
- % of portfolio
- 4.3%
- Quarters held
- 8
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 6,740 | $2.83M | 4.3% | −3,996−37.2% | Reduced | Holders |
| Q4 2024 | 10,736 | $4.57M | 5.7% | +976+10.0% | Added | Holders |
| Q3 2024 | 9,760 | $4.13M | 4.9% | −1,717−15.0% | Reduced | Holders |
| Q2 2024 | 11,477 | $4.49M | 6.5% | +5,391+88.6% | Added | Holders |
| Q1 2024 | 6,086 | $2.29M | 4.7% | 00.0% | Unchanged | Holders |
| Q4 2023 | 6,086 | $2.29M | 4.7% | −1,256−17.1% | Reduced | Holders |
| Q3 2023 | 7,342 | $2.46M | 5.2% | +4,408+150.2% | Added | Holders |
| Q2 2023 | 2,934 | $1.01M | 0.6% | +2,934 | New | Holders |