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Disclosery

Heritage Family Offices, LLP: IUSB position timeline

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

Heritage Family Offices, LLP held 21,344 IUSB 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 21,344 shares
    Change vs previous 13F -2,542 shares

    0.38% of the 13F portfolio, value $985,028.

    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 23,886 shares
    Change vs previous 13F +1,939 shares

    0.49% of the 13F portfolio, value $1,103,294.

    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 21,947 shares
    Change vs previous 13F -255 shares

    0.46% of the 13F portfolio, value $1,021,410.

    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 22,202 shares
    Change vs previous 13F -366 shares

    0.48% of the 13F portfolio, value $1,037,056.

    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 22,568 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $1,037,682.

    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 22,568 shares
    Change vs previous 13F +2,681 shares

    0.53% of the 13F portfolio, value $1,039,932.

    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 19,887 shares
    Change vs previous 13F +5,825 shares

    0.45% of the 13F portfolio, value $898,893.

    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 14,062 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $662,602.

    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).