Heritage Family Offices, LLP
Family OfficePosition in NDAQ — Nasdaq, Inc.
CIK 2019316
SCOTTSDALE, AZ
Position in NDAQ
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$474,890
-$552,873 QoQ
Shares Held
6,025
-50.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#645
of 1,076 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NDAQ Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Heritage Family Offices, LLP holds $1,164,849 across 3 Financial Data & Stock Exchanges names. NDAQ ranks #1 (40.8% of the industry book) .
All Filings in NDAQ
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,890 | 6,025 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,027,763 | 12,107 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,871,209 | 19,265 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,817,735 | 20,551 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,321,269 | 14,776 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,120,907 | 14,776 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||