Skip to content
Disclosery

Heritage Family Offices, LLP: IWM position timeline

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

Heritage Family Offices, LLP held 4,741 IWM 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 4,741 shares
    Change vs previous 13F -1,659 shares

    0.55% of the 13F portfolio, value $1,424,434.

    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 6,400 shares
    Change vs previous 13F -3,123 shares

    0.7% of the 13F portfolio, value $1,587,200.

    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 9,523 shares
    Change vs previous 13F +1,845 shares

    1.07% of the 13F portfolio, value $2,344,188.

    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 7,678 shares
    Change vs previous 13F -2,794 shares

    0.86% of the 13F portfolio, value $1,857,770.

    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 10,472 shares
    Change vs previous 13F -4 shares

    1.06% of the 13F portfolio, value $2,099,123.

    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 10,476 shares
    Change vs previous 13F -92 shares

    1.07% of the 13F portfolio, value $2,089,843.

    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 10,568 shares
    Change vs previous 13F +501 shares

    1.17% of the 13F portfolio, value $2,335,107.

    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 10,067 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,223,704.

    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).