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Disclosery

Heritage Family Offices, LLP: SPEM position timeline

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

Heritage Family Offices, LLP held 153,497 SPEM 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 153,497 shares
    Change vs previous 13F -74,361 shares

    3.07% of the 13F portfolio, value $7,948,055.

    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 227,858 shares
    Change vs previous 13F -112,094 shares

    4.74% of the 13F portfolio, value $10,688,814.

    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 339,952 shares
    Change vs previous 13F -34,651 shares

    7.23% of the 13F portfolio, value $15,913,151.

    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 374,603 shares
    Change vs previous 13F -29,993 shares

    8.16% of the 13F portfolio, value $17,535,141.

    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 404,596 shares
    Change vs previous 13F +144 shares

    8.07% of the 13F portfolio, value $15,961,333.

    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 404,452 shares
    Change vs previous 13F -42,439 shares

    8.14% of the 13F portfolio, value $15,923,279.

    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 446,891 shares
    Change vs previous 13F +1,251 shares

    8.56% of the 13F portfolio, value $17,147,198.

    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 445,640 shares
    Change vs previous 13F not available

    9.5% of the 13F portfolio, value $18,395,968.

    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).