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Disclosery

Heritage Family Offices, LLP: PM position timeline

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

Heritage Family Offices, LLP held 5,860 PM 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 5,860 shares
    Change vs previous 13F +656 shares

    0.41% of the 13F portfolio, value $1,060,131.

    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 5,204 shares
    Change vs previous 13F +606 shares

    0.38% of the 13F portfolio, value $860,429.

    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 4,598 shares
    Change vs previous 13F +197 shares

    0.34% of the 13F portfolio, value $737,520.

    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 4,401 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $713,842.

    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 4,401 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $682,859.

    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 4,401 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $698,571.

    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 4,401 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $529,660.

    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 4,401 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $534,281.

    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).