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Disclosery

Heritage Family Offices, LLP: MBB position timeline

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

Heritage Family Offices, LLP held 7,494 MBB 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 7,494 shares
    Change vs previous 13F -222 shares

    0.27% of the 13F portfolio, value $708,333.

    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 7,716 shares
    Change vs previous 13F +1,107 shares

    0.32% of the 13F portfolio, value $732,634.

    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 6,609 shares
    Change vs previous 13F +41 shares

    0.29% of the 13F portfolio, value $629,306.

    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 6,568 shares
    Change vs previous 13F +136 shares

    0.29% of the 13F portfolio, value $624,950.

    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 6,432 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $602,422.

    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 6,432 shares
    Change vs previous 13F +1,107 shares

    0.31% of the 13F portfolio, value $603,199.

    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 5,325 shares
    Change vs previous 13F +922 shares

    0.24% of the 13F portfolio, value $488,194.

    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 4,403 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $421,849.

    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).