Heritage Family Offices, LLP Options Holdings

Heritage Family Offices, LLP

  • $215 Billion
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 197
  • Current Value $215 Billion
  • Prior Value $198 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 07, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 67 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 84 stocks
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