Position in NPO
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$283,828
-$1,161 QoQ
Shares Held
753
-33.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#267
of 407 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NPO Over Time
Shares Held
Position Value (USD)
Position in Specialty Industrial Machinery
Industrials · as of Jun 30, 2026Heritage Family Offices, LLP holds $2,881,210 across 4 Specialty Industrial Machinery names. NPO ranks #3 (9.9% of the industry book) .
All Filings in NPO
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $283,828 | 753 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $284,989 | 1,137 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $365,519 | 1,707 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $505,788 | 2,238 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $400,147 | 2,089 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $337,979 | 2,089 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $333,518 | 1,934 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $299,546 | 1,847 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $268,576 | 1,845 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||