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Disclosery

Heritage Family Offices, LLP: JAAA position timeline

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

Heritage Family Offices, LLP held 3,985 JAAA 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 3,985 shares
    Change vs previous 13F -7,996 shares

    0.08% of the 13F portfolio, value $201,202.

    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 11,981 shares
    Change vs previous 13F -6,233 shares

    0.27% of the 13F portfolio, value $603,483.

    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 18,214 shares
    Change vs previous 13F +58 shares

    0.42% of the 13F portfolio, value $921,264.

    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 18,156 shares
    Change vs previous 13F +2,328 shares

    0.43% of the 13F portfolio, value $921,961.

    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 15,828 shares
    Change vs previous 13F +23 shares

    0.41% of the 13F portfolio, value $801,527.

    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 15,805 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $801,470.

    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).