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Disclosery

Heritage Family Offices, LLP: FLTR position timeline

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

Heritage Family Offices, LLP held 0 FLTR shares at 2025-03-31 per its 13F-HR filed 2025-04-10.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -37,567 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-12-31
    13F 37,567 shares
    Change vs previous 13F +3,902 shares

    0.48% of the 13F portfolio, value $956,085.

    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).

  3. period ended2024-09-30
    13F 33,665 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $857,448.

    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).