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Disclosery

Heritage Family Offices, LLP: BHE position timeline

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

Heritage Family Offices, LLP held 2,323 BHE 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 2,323 shares
    Change vs previous 13F -1,342 shares

    0.09% of the 13F portfolio, value $229,219.

    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 3,665 shares
    Change vs previous 13F -1,864 shares

    0.09% of the 13F portfolio, value $205,448.

    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 5,529 shares
    Change vs previous 13F -712 shares

    0.11% of the 13F portfolio, value $236,434.

    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 6,241 shares
    Change vs previous 13F +334 shares

    0.11% of the 13F portfolio, value $240,582.

    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 5,907 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $229,471.

    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 5,907 shares
    Change vs previous 13F -255 shares

    0.11% of the 13F portfolio, value $224,629.

    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 6,162 shares
    Change vs previous 13F +334 shares

    0.14% of the 13F portfolio, value $279,758.

    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 5,828 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $258,319.

    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).