Filing History
Heritage Family Offices, LLP
7 parsed filings · CIK 0002019316
- 13F HOLDINGS REPORTQ/E Dec 2025202 pos · $220.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2025197 pos · $214.9MSEC
- 13F HOLDINGS REPORTQ/E Jun 2025181 pos · $197.8MSEC
- 13F HOLDINGS REPORTQ/E Mar 2025177 pos · $195.5MSEC
- 13F HOLDINGS REPORTQ/E Dec 2024184 pos · $200.4MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024180 pos · $193.7MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024168 pos · $180.2MSEC