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Disclosery

Heritage Family Offices, LLP: ADI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on ADI, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 3,473 ADI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,473 shares
    Change vs previous 13F -834 shares

    0.53% of the 13F portfolio, value $1,379,345.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 4,307 shares
    Change vs previous 13F -986 shares

    0.61% of the 13F portfolio, value $1,370,206.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,293 shares
    Change vs previous 13F -285 shares

    0.65% of the 13F portfolio, value $1,435,390.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 5,578 shares
    Change vs previous 13F -230 shares

    0.64% of the 13F portfolio, value $1,370,411.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 5,808 shares
    Change vs previous 13F 0 shares

    0.59% of the 13F portfolio, value $1,170,660.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 5,808 shares
    Change vs previous 13F -3,878 shares

    0.6% of the 13F portfolio, value $1,171,291.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,686 shares
    Change vs previous 13F +770 shares

    1.03% of the 13F portfolio, value $2,057,823.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 8,916 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $2,052,220.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).