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Disclosery

Heritage Family Offices, LLP: SPYM position timeline

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

Heritage Family Offices, LLP held 68,319 SPYM 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 68,319 shares
    Change vs previous 13F +19,752 shares

    2.32% of the 13F portfolio, value $6,003,831.

    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 48,567 shares
    Change vs previous 13F +17,630 shares

    1.65% of the 13F portfolio, value $3,717,347.

    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 30,937 shares
    Change vs previous 13F +7,117 shares

    1.13% of the 13F portfolio, value $2,481,780.

    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 23,820 shares
    Change vs previous 13F -3,546 shares

    0.87% of the 13F portfolio, value $1,866,061.

    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 27,366 shares
    Change vs previous 13F 0 shares

    0.9% of the 13F portfolio, value $1,788,916.

    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 27,366 shares
    Change vs previous 13F -8,616 shares

    0.92% of the 13F portfolio, value $1,799,590.

    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 35,982 shares
    Change vs previous 13F +2,415 shares

    1.24% of the 13F portfolio, value $2,480,600.

    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 33,567 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $2,266,113.

    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).