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Disclosery

Heritage Family Offices, LLP: LPLA position timeline

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

Heritage Family Offices, LLP held 0 LPLA 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 0 shares
    Change vs previous 13F -1,031 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 1,031 shares
    Change vs previous 13F -880 shares

    0.14% of the 13F portfolio, value $310,279.

    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 1,911 shares
    Change vs previous 13F -207 shares

    0.31% of the 13F portfolio, value $682,689.

    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 2,118 shares
    Change vs previous 13F -151 shares

    0.33% of the 13F portfolio, value $704,756.

    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 2,269 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $764,495.

    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 2,269 shares
    Change vs previous 13F +520 shares

    0.38% of the 13F portfolio, value $742,369.

    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 1,749 shares
    Change vs previous 13F +22 shares

    0.29% of the 13F portfolio, value $571,141.

    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 1,727 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $401,796.

    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).