Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
T holding history
AT&T Inc. 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.
T overviewAll 13F holders of TFull Q1 2025 holdings
- Shares (Q1 2025)
- 8,842
- Value
- $250.1K
- % of portfolio
- 0.4%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 8,842 | $250.1K | 0.4% | −3,258−26.9% | Reduced | Holders |
| Q4 2024 | 12,100 | $275.5K | 0.3% | +54+0.4% | Added | Holders |
| Q3 2024 | 12,046 | $265.0K | 0.3% | +32+0.3% | Added | Holders |
| Q2 2024 | 12,014 | $229.6K | 0.3% | −3,004−20.0% | Reduced | Holders |
| Q1 2024 | 15,018 | $252.0K | 0.5% | 00.0% | Unchanged | Holders |
| Q4 2023 | 15,018 | $252.0K | 0.5% | +1,605+12.0% | Added | Holders |
| Q3 2023 | 13,413 | $201.5K | 0.4% | −1,589−10.6% | Reduced | Holders |
| Q2 2023 | 15,002 | $239.3K | 0.1% | +15,002 | New | Holders |
| Q1 2023 | 0 | $0 | 0.0% | −15,060−100.0% | Sold out | Holders |
| Q4 2022 | 15,060 | $284.0K | 0.3% | – | No prior filing | Holders |