Heritage Family Offices, LLP: TER position timeline

Heritage Family Offices, LLP held 0 TER shares at 2025-09-30 per its 13F-HR filed 2025-10-07.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -2,568 shares

   13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 2,568 shares

   Change vs previous 13F 0 shares

   0.11% of the 13F portfolio, value $212,559.

   13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 2,568 shares

   Change vs previous 13F +161 shares

   0.11% of the 13F portfolio, value $212,095.

   13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
   Filed 2025-04-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 2,407 shares

   Change vs previous 13F -1,130 shares

   0.15% of the 13F portfolio, value $303,044.

   13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 3,537 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $473,657.

   13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).