Heritage Family Offices, LLP
13F Portfolio Filings
- Most recent 13FQ1 2025
- Locationscottsdale, AZ
- CIK0002019316
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
177 | $195.53M | SPEM, SMMD, USHY, EFA | 13F-HR | Apr 10, 2025 | 000201931625000002 | ||
184 | $200.40M | SPEM, SMMD, EFA, USHY | 13F-HR | Jan 14, 2025 | 000201931625000001 | ||
180 | $193.70M | SPEM, SMMD, EFA, USHY | 13F-HR | Oct 16, 2024 | 000201931624000002 | ||
168 | $180.18M | SPEM, SMMD, EFA, USHY | 13F-HR | Aug 1, 2024 | 000201931624000001 |