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Disclosery

Heritage Family Offices, LLP: IEMG position timeline

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

Heritage Family Offices, LLP held 23,484 IEMG 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 23,484 shares
    Change vs previous 13F -3,146 shares

    0.75% of the 13F portfolio, value $1,945,410.

    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 26,630 shares
    Change vs previous 13F -1,834 shares

    0.82% of the 13F portfolio, value $1,857,443.

    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 28,464 shares
    Change vs previous 13F +4,502 shares

    0.87% of the 13F portfolio, value $1,913,355.

    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 23,962 shares
    Change vs previous 13F -13,126 shares

    0.74% of the 13F portfolio, value $1,579,582.

    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 37,088 shares
    Change vs previous 13F 0 shares

    1.01% of the 13F portfolio, value $2,006,094.

    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 37,088 shares
    Change vs previous 13F -19,850 shares

    1.02% of the 13F portfolio, value $2,001,647.

    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 56,938 shares
    Change vs previous 13F +17,001 shares

    1.48% of the 13F portfolio, value $2,973,302.

    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 39,937 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $2,292,794.

    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).