Heritage Family Offices, LLP: APH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on APH, newest first. How the timeline and the estimate are built.
Heritage Family Offices, LLP held 10,928 APH shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 10,928 sharesChange vs previous 13F -5,051 shares
0.74% of the 13F portfolio, value $1,926,826.
13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,979 sharesChange vs previous 13F -4,624 shares
0.9% of the 13F portfolio, value $2,018,947.
13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 20,603 sharesChange vs previous 13F -4,034 shares
1.27% of the 13F portfolio, value $2,784,290.
13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 24,637 sharesChange vs previous 13F +7,906 shares
1.42% of the 13F portfolio, value $3,048,855.
13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,731 sharesChange vs previous 13F 0 shares
0.56% of the 13F portfolio, value $1,114,123.
13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 16,731 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $1,097,392.
13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).