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Disclosery

Heritage Family Offices, LLP: MO position timeline

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

Heritage Family Offices, LLP held 9,867 MO 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 9,867 shares
    Change vs previous 13F +739 shares

    0.27% of the 13F portfolio, value $709,942.

    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 9,128 shares
    Change vs previous 13F +1,385 shares

    0.27% of the 13F portfolio, value $602,357.

    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 7,743 shares
    Change vs previous 13F +213 shares

    0.2% of the 13F portfolio, value $446,462.

    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 7,530 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $497,432.

    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 7,530 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $437,870.

    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 7,530 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $451,951.

    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 7,530 shares
    Change vs previous 13F +420 shares

    0.2% of the 13F portfolio, value $393,744.

    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 7,110 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $362,894.

    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).