Heritage Family Offices, LLP
Family OfficePosition in BJ — BJ's Wholesale Club Holdings, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in BJ
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$239,849
-$40,864 QoQ
Shares Held
2,437
-21.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BJ Over Time
Shares Held
Position Value (USD)
All Filings in BJ
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $239,849 | 2,437 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $280,713 | 3,118 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $319,474 | 3,426 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $371,150 | 3,442 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $392,732 | 3,442 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $304,326 | 3,406 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $288,515 | 3,498 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $308,757 | 3,515 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||