Number of Shares
6,130
Previous 6,625 7.47%
Holding current value
$502 Million
Previous $454 Million 10.61%
% of portfolio
0.23%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026

SELL
N/A
-495 Reduced 7.47%
6,130 $502 Million
Q3 2025

Oct 07, 2025

SELL
N/A
-34 Reduced 0.51%
6,625 $454 Million
Q1 2025

Apr 10, 2025

BUY
N/A
1,674 Added 33.58%
6,659 $562 Million
Q4 2024

Jan 14, 2025

BUY
N/A
19 Added 0.38%
4,985 $458 Million
Q3 2024

Oct 16, 2024

BUY
N/A
35 Added 0.71%
4,966 $548 Million
Q2 2024

Aug 01, 2024

BUY
N/A
4,931 New
4,931 $430 Million
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.