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Disclosery

Heritage Family Offices, LLP: AHR position timeline

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

Heritage Family Offices, LLP held 6,238 AHR 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 6,238 shares
    Change vs previous 13F -360 shares

    0.13% of the 13F portfolio, value $325,312.

    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 6,598 shares
    Change vs previous 13F -1,681 shares

    0.14% of the 13F portfolio, value $311,162.

    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 8,279 shares
    Change vs previous 13F -123 shares

    0.18% of the 13F portfolio, value $389,610.

    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 8,402 shares
    Change vs previous 13F -678 shares

    0.16% of the 13F portfolio, value $352,968.

    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 9,080 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $276,306.

    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 9,080 shares
    Change vs previous 13F -4,801 shares

    0.14% of the 13F portfolio, value $275,124.

    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 13,881 shares
    Change vs previous 13F -9,747 shares

    0.2% of the 13F portfolio, value $394,500.

    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 23,628 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $616,693.

    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).