Back to VGES
Heritage Family Offices, LLP → VGES
Heritage Family Offices, LLP VGES Position History
VGES
Quarters held
77
Latest value
$4.2M
Q3 2026
Peak value
$14.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $533K |
| Q4 2025 | $1.1M |
| Q4 2025 | $532K |
| Q4 2025 | $290K |
| Q4 2025 | $231K |
| Q4 2025 | $315K |
| Q4 2025 | $310K |
| Q4 2025 | $276K |
| Q4 2025 | $382K |
| Q4 2025 | $217K |
| Q4 2025 | $2.4M |
| Q1 2026 | $585K |
| Q1 2026 | $7.2M |
| Q1 2026 | $549K |
| Q1 2026 | $1.2M |
| Q1 2026 | $3.2M |
| Q1 2026 | $309K |
| Q1 2026 | $214K |
| Q1 2026 | $337K |
| Q1 2026 | $296K |
| Q1 2026 | $1.1M |
| Q1 2026 | $405K |
| Q1 2026 | $279K |
| Q1 2026 | $1.3M |
| Q1 2026 | $250K |
| Q1 2026 | $374K |
| Q1 2026 | $1M |
| Q1 2026 | $3.2M |
| Q2 2026 | $693K |
| Q2 2026 | $12M |
| Q2 2026 | $586K |
| Q2 2026 | $1.9M |
| Q2 2026 | $5.4M |
| Q2 2026 | $310K |
| Q2 2026 | $229K |
| Q2 2026 | $333K |
| Q2 2026 | $339K |
| Q2 2026 | $1.5M |
| Q2 2026 | $735K |
| Q2 2026 | $449K |
| Q2 2026 | $2.1M |
| Q2 2026 | $461K |
| Q2 2026 | $448K |
| Q2 2026 | $225K |
| Q2 2026 | $1.9M |
| Q2 2026 | $3.9M |
| Q3 2026 | $737K |
| Q3 2026 | $3K |
| Q3 2026 | $157K |
| Q3 2026 | $14.4M |
| Q3 2026 | $575K |
| Q3 2026 | $2.2M |
| Q3 2026 | $6.2M |
| Q3 2026 | $3K |
| Q3 2026 | $6K |
| Q3 2026 | $63K |
| Q3 2026 | $6K |
| Q3 2026 | $300K |
| Q3 2026 | $247K |
| Q3 2026 | $291K |
| Q3 2026 | $5K |
| Q3 2026 | $57K |
| Q3 2026 | $345K |
| Q3 2026 | $86K |
| Q3 2026 | $2.6M |
| Q3 2026 | $1M |
| Q3 2026 | $3K |
| Q3 2026 | $4K |
| Q3 2026 | $290K |
| Q3 2026 | $2K |
| Q3 2026 | $2.9M |
| Q3 2026 | $653K |
| Q3 2026 | $421K |
| Q3 2026 | $236K |
| Q3 2026 | $433 |
| Q3 2026 | $2.5M |
| Q3 2026 | $4.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.2M | 11.1K | — | — |
| Q3 2026 | $2.5M | 8.8K | — | — |
| Q3 2026 | $433 | 2 | — | — |
| Q3 2026 | $236K | 2.6K | — | — |
| Q3 2026 | $421K | 1.8K | — | — |
| Q3 2026 | $653K | 1.9K | — | — |
| Q3 2026 | $2.9M | 36.5K | — | — |
| Q3 2026 | $2K | 10 | — | — |
| Q3 2026 | $290K | 3.2K | — | — |
| Q3 2026 | $4K | 13 | — | — |
| Q3 2026 | $3K | 17 | — | — |
| Q3 2026 | $1M | 1.5K | — | — |
| Q3 2026 | $2.6M | 54.3K | — | — |
| Q3 2026 | $86K | 1.1K | — | — |
| Q3 2026 | $345K | 1.0K | — | — |
| Q3 2026 | $57K | 1.0K | — | — |
| Q3 2026 | $5K | 71 | — | — |
| Q3 2026 | $291K | 1.7K | — | — |
| Q3 2026 | $247K | 2.0K | — | — |
| Q3 2026 | $300K | 1.4K | — | — |
| Q3 2026 | $6K | 70 | — | — |
| Q3 2026 | $63K | 1.1K | — | — |
| Q3 2026 | $6K | 78 | — | — |
| Q3 2026 | $3K | 16 | — | — |
| Q3 2026 | $6.2M | 132.0K | — | — |
| Q3 2026 | $2.2M | 34.9K | — | — |
| Q3 2026 | $575K | 3.7K | — | — |
| Q3 2026 | $14.4M | 203.7K | — | — |
| Q3 2026 | $157K | 2.2K | — | — |
| Q3 2026 | $3K | 45 | — | — |
| Q3 2026 | $737K | 8.7K | — | — |
| Q2 2026 | $3.9M | 10.6K | — | — |
| Q2 2026 | $1.9M | 6.1K | — | — |
| Q2 2026 | $225K | 2.6K | — | — |
| Q2 2026 | $448K | 1.8K | — | — |
| Q2 2026 | $461K | 1.3K | — | — |
| Q2 2026 | $2.1M | 26.6K | — | — |
| Q2 2026 | $449K | 4.7K | — | — |
| Q2 2026 | $735K | 1.1K | — | — |
| Q2 2026 | $1.5M | 30.4K | — | — |
| Q2 2026 | $339K | 1.0K | — | — |
| Q2 2026 | $333K | 1.7K | — | — |
| Q2 2026 | $229K | 1.9K | — | — |
| Q2 2026 | $310K | 1.4K | — | — |
| Q2 2026 | $5.4M | 110.6K | — | — |
| Q2 2026 | $1.9M | 27.6K | — | — |
| Q2 2026 | $586K | 3.7K | — | — |
| Q2 2026 | $12M | 168.7K | — | — |
| Q2 2026 | $693K | 8.1K | — | — |
| Q1 2026 | $3.2M | 9.9K | — | — |
| Q1 2026 | $1M | 3.8K | — | — |
| Q1 2026 | $374K | 1.8K | — | — |
| Q1 2026 | $250K | 837 | — | — |
| Q1 2026 | $1.3M | 4.4K | — | — |
| Q1 2026 | $279K | 3.1K | — | — |
| Q1 2026 | $405K | 677 | — | — |
| Q1 2026 | $1.1M | 21.2K | — | — |
| Q1 2026 | $296K | 1.0K | — | — |
| Q1 2026 | $337K | 1.7K | — | — |
| Q1 2026 | $214K | 306 | — | — |
| Q1 2026 | $309K | 1.4K | — | — |
| Q1 2026 | $3.2M | 66.2K | — | — |
| Q1 2026 | $1.2M | 19.0K | — | — |
| Q1 2026 | $549K | 3.7K | — | — |
| Q1 2026 | $7.2M | 111.6K | — | — |
| Q1 2026 | $585K | 7.6K | — | — |
| Q4 2025 | $2.4M | 7.1K | — | — |
| Q4 2025 | $217K | 445 | — | — |
| Q4 2025 | $382K | 1.8K | — | — |
| Q4 2025 | $276K | 3.1K | — | — |
| Q4 2025 | $310K | 1.0K | — | — |
| Q4 2025 | $315K | 1.7K | — | — |
| Q4 2025 | $231K | 306 | — | — |
| Q4 2025 | $290K | 1.4K | — | — |
| Q4 2025 | $532K | 3.7K | — | — |
| Q4 2025 | $1.1M | 17.1K | — | — |
| Q4 2025 | $533K | 7.1K | — | — |