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Disclosery

Heritage Family Offices, LLP: IVV position timeline

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

Heritage Family Offices, LLP held 7,931 IVV 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 7,931 shares
    Change vs previous 13F -1,411 shares

    2.29% of the 13F portfolio, value $5,939,259.

    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 9,342 shares
    Change vs previous 13F -879 shares

    2.71% of the 13F portfolio, value $6,102,057.

    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 10,221 shares
    Change vs previous 13F +1,278 shares

    3.18% of the 13F portfolio, value $7,000,459.

    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 8,943 shares
    Change vs previous 13F -4,210 shares

    2.79% of the 13F portfolio, value $5,985,604.

    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 13,153 shares
    Change vs previous 13F -3 shares

    3.71% of the 13F portfolio, value $7,340,698.

    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 13,156 shares
    Change vs previous 13F +384 shares

    3.78% of the 13F portfolio, value $7,392,125.

    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 12,772 shares
    Change vs previous 13F -228 shares

    3.75% of the 13F portfolio, value $7,518,791.

    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 13,000 shares
    Change vs previous 13F not available

    3.87% of the 13F portfolio, value $7,498,561.

    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).