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Disclosery

Heritage Family Offices, LLP: IEFA position timeline

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

Heritage Family Offices, LLP held 28,617 IEFA 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 28,617 shares
    Change vs previous 13F -2,684 shares

    1.07% of the 13F portfolio, value $2,763,835.

    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 31,301 shares
    Change vs previous 13F -3,089 shares

    1.26% of the 13F portfolio, value $2,833,680.

    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 34,390 shares
    Change vs previous 13F +5,341 shares

    1.4% of the 13F portfolio, value $3,076,531.

    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 29,049 shares
    Change vs previous 13F -17,585 shares

    1.18% of the 13F portfolio, value $2,536,266.

    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 46,634 shares
    Change vs previous 13F 0 shares

    1.8% of the 13F portfolio, value $3,562,837.

    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 46,634 shares
    Change vs previous 13F -3,336 shares

    1.8% of the 13F portfolio, value $3,527,870.

    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 49,970 shares
    Change vs previous 13F +950 shares

    1.75% of the 13F portfolio, value $3,511,891.

    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 49,020 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $3,826,015.

    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).