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Disclosery

Heritage Family Offices, LLP: TXN position timeline

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

Heritage Family Offices, LLP held 4,451 TXN 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 4,451 shares
    Change vs previous 13F -1,990 shares

    0.51% of the 13F portfolio, value $1,326,683.

    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 6,441 shares
    Change vs previous 13F -2,837 shares

    0.55% of the 13F portfolio, value $1,250,409.

    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 9,278 shares
    Change vs previous 13F -844 shares

    0.73% of the 13F portfolio, value $1,609,668.

    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 10,122 shares
    Change vs previous 13F +2,851 shares

    0.87% of the 13F portfolio, value $1,859,772.

    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 7,271 shares
    Change vs previous 13F 0 shares

    0.65% of the 13F portfolio, value $1,282,065.

    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 7,271 shares
    Change vs previous 13F +297 shares

    0.67% of the 13F portfolio, value $1,306,575.

    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 6,974 shares
    Change vs previous 13F +245 shares

    0.65% of the 13F portfolio, value $1,307,724.

    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 6,729 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,390,105.

    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).