Heritage Family Offices, LLP
Holdings in XPEL
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,082,737 | 81,802 | Shares | Sole | 2026-01-12 |
| 2025-09-30 | $2,705,192 | 81,802 | Shares | Sole | 2025-10-07 |
| 2025-06-30 | $2,936,691 | 81,802 | Shares | Sole | 2025-07-09 |
| 2025-03-31 | $2,403,342 | 81,802 | Shares | Sole | 2025-04-10 |
| 2024-12-31 | $3,267,171 | 81,802 | Shares | Sole | 2025-01-14 |
| 2024-09-30 | $3,547,752 | 81,802 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $2,908,879 | 81,802 | Shares | Sole | 2024-08-01 |