Heritage Family Offices, LLP
13F Portfolio Filings
Most recent 13F
Q3 2024
Location
Scottsdale, AZ
CIK
0002019316
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q3 2024
180
193,696
SPEM, SMMD, EFA, USHY
13F-HR
10/16/2024
000201931624000002
Q2 2024
168
180,178
SPEM, SMMD, EFA, USHY
13F-HR
8/1/2024
000201931624000001