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Disclosery

Heritage Family Offices, LLP: GOVT position timeline

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

Heritage Family Offices, LLP held 20,282 GOVT 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 20,282 shares
    Change vs previous 13F +4,358 shares

    0.18% of the 13F portfolio, value $462,002.

    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 15,924 shares
    Change vs previous 13F +1,964 shares

    0.16% of the 13F portfolio, value $364,813.

    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 13,960 shares
    Change vs previous 13F -4,172 shares

    0.15% of the 13F portfolio, value $321,416.

    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 18,132 shares
    Change vs previous 13F -682 shares

    0.2% of the 13F portfolio, value $419,197.

    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 18,814 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $431,380.

    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 18,814 shares
    Change vs previous 13F -7,967 shares

    0.22% of the 13F portfolio, value $432,413.

    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 26,781 shares
    Change vs previous 13F -1,214 shares

    0.31% of the 13F portfolio, value $615,399.

    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 27,995 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $656,453.

    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).