Heritage Family Offices, LLP
Family OfficePosition in TEL — TE Connectivity plc
CIK 2019316
SCOTTSDALE, AZ
Position in TEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$377,212
+$50,305 QoQ
Shares Held
1,871
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#803
of 1,264 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TEL Over Time
Shares Held
Position Value (USD)
Position in Electronic Components
Technology · as of Jun 30, 2026Heritage Family Offices, LLP holds $2,798,126 across 4 Electronic Components names. TEL ranks #2 (13.5% of the industry book) .
All Filings in TEL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $377,212 | 1,871 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $326,907 | 1,564 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,758,424 | 7,729 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,825,611 | 8,316 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $2,614,047 | 15,498 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,190,177 | 15,498 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,119,387 | 14,824 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $2,091,966 | 13,855 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||