Heritage Family Offices, LLP
Family OfficePosition in DB — Deutsche Bank Aktiengesellschaft
CIK 2019316
SCOTTSDALE, AZ
Position in DB
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$205,124
-$307,955 QoQ
Shares Held
6,888
-48.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Family Offices, LLP holds $233,909 across 1 Banks - Regional name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
950 | $233,909 |
All Filings in DB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $205,124 | 6,888 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $513,079 | 13,306 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||