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Heritage Family Offices, LLP → MCRI

Heritage Family Offices, LLP MCRI Position History

Monarch Casino & Resort, Inc.

Quarters held
2
Latest value
$76K
Q3 2026
Peak value
$238K
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$238K
Q3 2026$76K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$76K659——
Q4 2025$238K2.5K——

Other funds holding MCRI

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