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Disclosery

Heritage Family Offices, LLP: V position timeline

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

Heritage Family Offices, LLP held 3,565 V 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 3,565 shares
    Change vs previous 13F -307 shares

    0.47% of the 13F portfolio, value $1,222,994.

    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 3,872 shares
    Change vs previous 13F -31 shares

    0.52% of the 13F portfolio, value $1,170,148.

    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 3,903 shares
    Change vs previous 13F -2,768 shares

    0.62% of the 13F portfolio, value $1,368,995.

    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 6,671 shares
    Change vs previous 13F -242 shares

    1.06% of the 13F portfolio, value $2,277,469.

    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 6,913 shares
    Change vs previous 13F +1 shares

    1.2% of the 13F portfolio, value $2,370,163.

    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 6,912 shares
    Change vs previous 13F +520 shares

    1.24% of the 13F portfolio, value $2,422,422.

    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 6,392 shares
    Change vs previous 13F +291 shares

    1.01% of the 13F portfolio, value $2,020,110.

    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 6,101 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,677,419.

    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).