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Heritage Family Offices, LLP: BINC position timeline

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

Heritage Family Offices, LLP held 9,958 BINC 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 9,958 shares
    Change vs previous 13F -5,539 shares

    0.2% of the 13F portfolio, value $521,202.

    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 15,497 shares
    Change vs previous 13F -8,250 shares

    0.36% of the 13F portfolio, value $804,759.

    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 23,747 shares
    Change vs previous 13F +414 shares

    0.57% of the 13F portfolio, value $1,253,130.

    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 23,333 shares
    Change vs previous 13F +2,867 shares

    0.58% of the 13F portfolio, value $1,242,247.

    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 20,466 shares
    Change vs previous 13F +47 shares

    0.54% of the 13F portfolio, value $1,071,399.

    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 20,419 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,069,548.

    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).