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Disclosery

Heritage Family Offices, LLP: VMC position timeline

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

Heritage Family Offices, LLP held 1,066 VMC 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 1,066 shares
    Change vs previous 13F -949 shares

    0.12% of the 13F portfolio, value $314,475.

    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 2,015 shares
    Change vs previous 13F -1,588 shares

    0.24% of the 13F portfolio, value $548,685.

    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 3,603 shares
    Change vs previous 13F -317 shares

    0.47% of the 13F portfolio, value $1,027,653.

    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 3,920 shares
    Change vs previous 13F -13 shares

    0.56% of the 13F portfolio, value $1,205,868.

    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 3,933 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $916,160.

    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 3,933 shares
    Change vs previous 13F +68 shares

    0.47% of the 13F portfolio, value $917,575.

    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 3,865 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $994,195.

    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).