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Disclosery

Heritage Family Offices, LLP: MA position timeline

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

Heritage Family Offices, LLP held 1,359 MA 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 1,359 shares
    Change vs previous 13F -508 shares

    0.27% of the 13F portfolio, value $698,009.

    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 1,867 shares
    Change vs previous 13F -359 shares

    0.41% of the 13F portfolio, value $932,881.

    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 2,226 shares
    Change vs previous 13F -1,944 shares

    0.58% of the 13F portfolio, value $1,270,783.

    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 4,170 shares
    Change vs previous 13F -216 shares

    1.1% of the 13F portfolio, value $2,371,893.

    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 4,386 shares
    Change vs previous 13F +1 shares

    1.2% of the 13F portfolio, value $2,370,993.

    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 4,385 shares
    Change vs previous 13F +285 shares

    1.23% of the 13F portfolio, value $2,403,391.

    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 4,100 shares
    Change vs previous 13F +129 shares

    1.08% of the 13F portfolio, value $2,158,790.

    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 3,971 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,960,695.

    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).