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Disclosery

Heritage Family Offices, LLP: EFV position timeline

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

Heritage Family Offices, LLP held 12,622 EFV 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 12,622 shares
    Change vs previous 13F +194 shares

    0.37% of the 13F portfolio, value $966,217.

    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 12,428 shares
    Change vs previous 13F -399 shares

    0.41% of the 13F portfolio, value $924,022.

    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 12,827 shares
    Change vs previous 13F -1,357 shares

    0.42% of the 13F portfolio, value $915,979.

    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 14,184 shares
    Change vs previous 13F -429 shares

    0.45% of the 13F portfolio, value $962,103.

    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 14,613 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $869,032.

    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 14,613 shares
    Change vs previous 13F -351 shares

    0.44% of the 13F portfolio, value $861,292.

    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 14,964 shares
    Change vs previous 13F +5,406 shares

    0.39% of the 13F portfolio, value $785,156.

    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 9,558 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $549,876.

    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).