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Disclosery

Heritage Family Offices, LLP: PEP position timeline

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

Heritage Family Offices, LLP held 4,252 PEP 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 4,252 shares
    Change vs previous 13F -2,626 shares

    0.22% of the 13F portfolio, value $575,725.

    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 6,878 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,068,085.

    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).