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Disclosery

Heritage Family Offices, LLP: WEC position timeline

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

Heritage Family Offices, LLP held 6,852 WEC 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 6,852 shares
    Change vs previous 13F -6,301 shares

    0.31% of the 13F portfolio, value $800,110.

    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 13,153 shares
    Change vs previous 13F -6,666 shares

    0.68% of the 13F portfolio, value $1,522,723.

    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 19,819 shares
    Change vs previous 13F -2,048 shares

    0.95% of the 13F portfolio, value $2,090,107.

    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 21,867 shares
    Change vs previous 13F +8,906 shares

    1.17% of the 13F portfolio, value $2,505,743.

    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 12,961 shares
    Change vs previous 13F +4 shares

    0.7% of the 13F portfolio, value $1,393,964.

    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 12,957 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $1,412,060.

    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).