Skip to content
Disclosery

Heritage Family Offices, LLP: IBIT position timeline

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

Heritage Family Offices, LLP held 26,359 IBIT 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 26,359 shares
    Change vs previous 13F -5,498 shares

    0.34% of the 13F portfolio, value $877,491.

    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 31,857 shares
    Change vs previous 13F -10,395 shares

    0.54% of the 13F portfolio, value $1,223,946.

    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 42,252 shares
    Change vs previous 13F +14,281 shares

    0.95% of the 13F portfolio, value $2,097,813.

    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 27,971 shares
    Change vs previous 13F +9,558 shares

    0.85% of the 13F portfolio, value $1,818,115.

    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 18,413 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $875,723.

    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 18,413 shares
    Change vs previous 13F +3,078 shares

    0.44% of the 13F portfolio, value $861,914.

    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 15,335 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $813,523.

    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).