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Disclosery

Heritage Family Offices, LLP: EFA position timeline

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

Heritage Family Offices, LLP held 58,846 EFA 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 58,846 shares
    Change vs previous 13F -23,808 shares

    2.36% of the 13F portfolio, value $6,112,923.

    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 82,654 shares
    Change vs previous 13F -25,489 shares

    3.56% of the 13F portfolio, value $8,028,183.

    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 108,143 shares
    Change vs previous 13F +2,019 shares

    4.72% of the 13F portfolio, value $10,384,975.

    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 106,124 shares
    Change vs previous 13F -5,519 shares

    4.61% of the 13F portfolio, value $9,908,801.

    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 111,643 shares
    Change vs previous 13F +114 shares

    4.65% of the 13F portfolio, value $9,206,088.

    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 111,529 shares
    Change vs previous 13F -25,496 shares

    4.66% of the 13F portfolio, value $9,115,259.

    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 137,025 shares
    Change vs previous 13F +24,797 shares

    5.17% of the 13F portfolio, value $10,360,463.

    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 112,228 shares
    Change vs previous 13F not available

    4.85% of the 13F portfolio, value $9,385,626.

    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).