SEC 13F Intelligence

Heritage Wealth Partners, LLC / GOOGL

Heritage Wealth Partners, LLC’s Alphabet Inc Position

Does Heritage Wealth Partners, LLC own Alphabet Inc (GOOGL)? Yes — 10.4K shares worth $2M (+2.45% of its 13F portfolio) as of Q1 2025, up from 10.4K shares the prior filed quarter.

Position Value
$2M
Q1 2025
Shares
10.4K
% of Portfolio
+2.45%
Quarters Held
9
currently held

Position History GOOGL

Reported value by quarter
Q4 ’22: $401,000Q4 ’22Q2 ’23: $1MQ3 ’23: $2MQ3 ’23Q4 ’23: $2MQ1 ’24: $2MQ1 ’24Q2 ’24: $2MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202510.4K$2M+2.45%
Q4 202410.4K$2M+2.46%
Q3 202410.3K$2M+2.01%
Q2 20249.8K$2M+2.60%
Q1 202412.3K$2M+3.50%
Q4 202312.3K$2M+3.50%
Q3 202312.5K$2M+3.49%
Q2 20239.6K$1M+0.68%
Q4 20224.3K$401,000+0.37%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Partners, LLC’s full portfolio or all institutional holders of GOOGL.