Heritage Family Offices, LLP
Family OfficePosition in TDY — Teledyne Technologies Inc
CIK 2019316
SCOTTSDALE, AZ
Position in TDY
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$329,448
-$135,804 QoQ
Shares Held
494
-35.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#567
of 882 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TDY 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. TDY ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TDY |
Teledyne Technologies Inc
This page
|
494 | $329,448 | |
| 2 | ESE |
Esco Technologies Inc
|
852 | $298,234 |
All Filings in TDY
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,448 | 494 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $465,252 | 769 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $534,223 | 1,046 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $649,332 | 1,108 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $447,246 | 873 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $434,500 | 873 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $384,299 | 828 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $316,428 | 723 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $280,121 | 722 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||