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Heritage Family Offices, LLP → GOOGN

Heritage Family Offices, LLP GOOGN Position History

Alphabet Inc. Depositary Shares representing a 1/20th Interest in a Share of Series B Mandatory Convertible Preferred Stock • Technology

Quarters held
9
Latest value
$61K
Q3 2026
Peak value
$3.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$435K
Q4 2025$538K
Q1 2026$1.4M
Q1 2026$1.8M
Q2 2026$2.5M
Q2 2026$3.1M
Q3 2026$2.5M
Q3 2026$3.3M
Q3 2026$61K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$61K1.0K——
Q3 2026$3.3M9.6K——
Q3 2026$2.5M7.2K——
Q2 2026$3.1M8.8K——
Q2 2026$2.5M7.1K——
Q1 2026$1.8M6.3K——
Q1 2026$1.4M5.0K——
Q4 2025$538K1.7K——
Q4 2025$435K1.4K——

Other funds holding GOOGN

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