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Heritage Family Offices, LLP → CBU
Heritage Family Offices, LLP CBU Position History
Community Financial System, Inc. • Financial Services
Quarters held
1
Latest value
$56K
Q3 2026
Peak value
$56K
First seen
Q3 2026
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $56K | 946 | — | — |
Other funds holding CBU
$271.6M
$234.1M
$234.1M
$234.1M
$230.1M
$230.1M
$223.9M
$223.9M