Heritage Wealth Partners, LLC
- SEC CIK
- 0001963794
- Latest filing
- May 14, 2025
V holding history
Visa 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.
V overviewAll 13F holders of VFull Q1 2025 holdings
- Shares (Q1 2025)
- 791
- Value
- $277.2K
- % of portfolio
- 0.4%
- Quarters held
- 4
- Since Q2 2024