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Heritage Wealth Partners, LLC

SEC CIK
0001963794
Latest filing
May 14, 2025

IBIT holding history

iShares Bitcoin Trust ETF 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.

IBIT overviewAll 13F holders of IBITFull Q1 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2024
Holdings of IBIT by Heritage Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−9,235−100.0%Sold outHolders
Q4 20249,235$489.9K0.6%+9,235NewHolders
Q3 20240$00.0%−18,557−100.0%Sold outHolders
Q2 202418,557$633.5K0.9%+18,557NewHolders