Heritage Family Offices, LLP historic quarter change: Foreign Stocks, New
In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 8 quarters from 2024-06-30 to 2026-06-30, Heritage Family Offices, LLP opened 3 positions, added to 14, reduced 20 and sold out of 4.
- Q2 2026: Stock TKOMY; Country of operation Japan; Class EQUITIES; Shares before 0.
- Q3 2025: Stock BIDU; Country of operation —; Class SPON ADR REP A; Shares before 0.
- Q1 2025: Stock NICE; Country of operation —; Class SPONSORED ADR; Shares before 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2019316), 8 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-08); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-07); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-09); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-16). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-06-30.
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