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Disclosery

Heritage Family Offices, LLP: HLN position timeline

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

Heritage Family Offices, LLP held 22,348 HLN 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 22,348 shares
    Change vs previous 13F -21,341 shares

    0.08% of the 13F portfolio, value $208,508.

    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 43,689 shares
    Change vs previous 13F -27,793 shares

    0.19% of the 13F portfolio, value $437,327.

    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 71,482 shares
    Change vs previous 13F -7,111 shares

    0.33% of the 13F portfolio, value $722,682.

    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 78,593 shares
    Change vs previous 13F -3,319 shares

    0.33% of the 13F portfolio, value $704,979.

    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 81,912 shares
    Change vs previous 13F 0 shares

    0.42% of the 13F portfolio, value $838,780.

    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 81,912 shares
    Change vs previous 13F -9,402 shares

    0.43% of the 13F portfolio, value $842,876.

    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 91,314 shares
    Change vs previous 13F +6,311 shares

    0.43% of the 13F portfolio, value $871,136.

    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 85,003 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $899,329.

    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).