Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Heritage Family Offices, LLP
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Heritage Family Offices, LLP
Support
about
terms
Heritage Family Offices, LLP
CIK:
0002019316
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-07-06
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-07-18
OWNERSHIP
13F-HR
none
2026-07-29
13F-HR
none
2026-04-08
13F-HR
none
2026-01-12
13F-HR
none
2025-10-07
13F-HR
none
2025-07-09
13F-HR
none
2025-04-10
13F-HR
none
2025-01-14
13F-HR
none
2024-10-16
13F-HR
none
2024-08-01