Heritage Family Offices, LLP
Family OfficePosition in ESE — Esco Technologies Inc
CIK 2019316
SCOTTSDALE, AZ
Position in ESE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$298,234
-$103,843 QoQ
Shares Held
852
-40.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#316
of 447 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ESE Over Time
Shares Held
Position Value (USD)
Position in Scientific & Technical Instruments
Technology · as of Jun 30, 2026Heritage Family Offices, LLP holds $627,682 across 2 Scientific & Technical Instruments names. ESE ranks #2 (47.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
|
494 | $329,448 | |
| 2 | ESE |
Esco Technologies Inc
This page
|
852 | $298,234 |
All Filings in ESE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $298,234 | 852 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $402,077 | 1,429 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $388,435 | 1,988 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $466,130 | 2,208 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $402,159 | 2,096 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $333,515 | 2,096 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $260,825 | 1,958 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $236,291 | 1,832 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||