Heritage Family Offices, LLP quarter change: Foreign ETF, New
In exchange-traded fund shares (known by the fund name on the filing) (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Heritage Family Offices, LLP opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 2019316): 2026-03-31 (filed 2026-04-08) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |