Heritage Family Offices, LLP

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    scottsdale, AZ
  • CIK
    0002019316
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

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
Heritage Family Offices, Llp 13F Filings