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Disclosery

Heritage Family Offices, LLP: NDAQ position timeline

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

Heritage Family Offices, LLP held 6,025 NDAQ 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 6,025 shares
    Change vs previous 13F -6,082 shares

    0.18% of the 13F portfolio, value $474,893.

    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 12,107 shares
    Change vs previous 13F -7,158 shares

    0.46% of the 13F portfolio, value $1,027,763.

    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 19,265 shares
    Change vs previous 13F -1,286 shares

    0.85% of the 13F portfolio, value $1,871,209.

    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 20,551 shares
    Change vs previous 13F +5,775 shares

    0.85% of the 13F portfolio, value $1,817,730.

    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 14,776 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $1,106,871.

    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 14,776 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,120,904.

    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).