Back to BHE

Heritage Family Offices, LLP → BHE

Heritage Family Offices, LLP BHE Position History

Benchmark Electronics, Inc.

Quarters held
4
Latest value
$128K
Q3 2026
Peak value
$236K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$236K
Q1 2026$205K
Q2 2026$229K
Q3 2026$128K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$128K1.5K——
Q2 2026$229K2.3K——
Q1 2026$205K3.7K——
Q4 2025$236K5.5K——

Other funds holding BHE

Other Heritage Family Offices, LLP positions

NONOF

ISHARES TR

$16.8M
STT-PG

SPDR INDEX SHS FDS

$15.9M
VGES

VANGUARD TAX-MANAGED FDS

$14.4M
VGES

VANGUARD TAX-MANAGED FDS

$12M
NONOF

ISHARES TR

$11.6M
STT-PG

SPDR INDEX SHS FDS

$10.7M
ETHA

ISHARES TR

$10.4M
SCHW-PJ

SCHWAB STRATEGIC TR

$9.1M
Heritage Family Offices, LLP BHE Holdings: 13F Position History | Track13F