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Disclosery

Heritage Family Offices, LLP: EMB position timeline

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

Heritage Family Offices, LLP held 26,282 EMB 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 26,282 shares
    Change vs previous 13F -7,599 shares

    0.98% of the 13F portfolio, value $2,534,643.

    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 33,881 shares
    Change vs previous 13F -12,269 shares

    1.41% of the 13F portfolio, value $3,182,402.

    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 46,150 shares
    Change vs previous 13F -2,505 shares

    2.02% of the 13F portfolio, value $4,443,336.

    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 48,655 shares
    Change vs previous 13F -4,136 shares

    2.16% of the 13F portfolio, value $4,631,410.

    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 52,791 shares
    Change vs previous 13F +5 shares

    2.41% of the 13F portfolio, value $4,771,677.

    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 52,786 shares
    Change vs previous 13F +1,238 shares

    2.45% of the 13F portfolio, value $4,781,780.

    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 51,548 shares
    Change vs previous 13F +1,225 shares

    2.29% of the 13F portfolio, value $4,589,780.

    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 50,323 shares
    Change vs previous 13F not available

    2.43% of the 13F portfolio, value $4,709,146.

    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).