Heritage Family Offices, LLP
Family OfficePosition in BHE — Benchmark Electronics Inc
CIK 2019316
SCOTTSDALE, AZ
Position in BHE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$229,210
+$23,751 QoQ
Shares Held
2,323
-36.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#240
of 330 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BHE Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Heritage Family Offices, LLP holds $2,798,126 across 4 Electronic Components names. BHE ranks #4 (8.2% of the industry book) .
All Filings in BHE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,210 | 2,323 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $205,459 | 3,665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $236,420 | 5,529 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $240,590 | 6,241 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $229,368 | 5,907 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $224,643 | 5,907 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $279,754 | 6,162 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $258,296 | 5,828 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $256,016 | 6,488 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||