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Disclosery

Heritage Family Offices, LLP: TEL position timeline

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

Heritage Family Offices, LLP held 1,871 TEL 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 1,871 shares
    Change vs previous 13F +307 shares

    0.15% of the 13F portfolio, value $377,125.

    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 1,564 shares
    Change vs previous 13F -6,165 shares

    0.14% of the 13F portfolio, value $326,824.

    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 7,729 shares
    Change vs previous 13F -587 shares

    0.8% of the 13F portfolio, value $1,758,344.

    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 8,316 shares
    Change vs previous 13F -7,182 shares

    0.85% of the 13F portfolio, value $1,825,526.

    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 15,498 shares
    Change vs previous 13F 0 shares

    1.11% of the 13F portfolio, value $2,202,675.

    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 15,498 shares
    Change vs previous 13F +674 shares

    1.12% of the 13F portfolio, value $2,190,119.

    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 14,824 shares
    Change vs previous 13F +969 shares

    1.06% of the 13F portfolio, value $2,119,328.

    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 13,855 shares
    Change vs previous 13F not available

    1.08% of the 13F portfolio, value $2,091,926.

    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).