Position in STN
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$288,921
New position
Shares Held
3,344
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Engineering & Construction
Industrials · as of Jun 30, 2026Heritage Family Offices, LLP holds $255,671 across 1 Engineering & Construction name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FIX |
Comfort Systems USA Inc
|
129 | $255,671 |
All Filings in STN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $288,921 | 3,344 | Shares | Sole | 2026-04-08 | |
| No filing history on record for this holder in this stock. | ||||||