Heritage Family Offices, LLP historic quarter change: USA Funds, Reduced
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 8 quarters from 2024-06-30 to 2026-06-30, Heritage Family Offices, LLP opened 0 positions, added to 0, reduced 0 and sold out of 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.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Boit C F David | United States | $0.225B | 119 |
| Keystone Global Partners, LLC | United States | $0.225B | 54 |
| SEG Family Corp. | Canada | $0.225B | 1 |
| State of New Jersey Common Pension Fund A | United States | $0.226B | 3 |
| Robbins Farley | United States | $0.226B | 143 |
| MOKAN Wealth Management Inc. | United States | $0.226B | 109 |
| WD RUTHERFORD LLC | United States | $0.225B | 71 |
| Altus Wealth Management, LLC | United States | $0.225B | 28 |
| Endowment Wealth Management, Inc. | United States | $0.226B | 170 |
| NIA IMPACT ADVISORS, LLC | United States | $0.225B | 89 |