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Disclosery

Heritage Family Offices, LLP: SU position timeline

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

Heritage Family Offices, LLP held 5,741 SU 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 5,741 shares
    Change vs previous 13F -2,463 shares

    0.12% of the 13F portfolio, value $308,192.

    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 8,204 shares
    Change vs previous 13F -8,097 shares

    0.24% of the 13F portfolio, value $542,385.

    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 16,301 shares
    Change vs previous 13F -1,776 shares

    0.33% of the 13F portfolio, value $723,126.

    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 18,077 shares
    Change vs previous 13F +158 shares

    0.35% of the 13F portfolio, value $755,809.

    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 17,919 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $687,029.

    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 17,919 shares
    Change vs previous 13F -2,213 shares

    0.35% of the 13F portfolio, value $693,837.

    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 20,132 shares
    Change vs previous 13F +1,379 shares

    0.36% of the 13F portfolio, value $718,321.

    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 18,753 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $692,373.

    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).