Position in XPEL
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$4,057,379
+$436,823 QoQ
Shares Held
81,802
0.0% QoQ
Ownership
0.297%
of shares outstanding
% of Portfolio
3.46%
of 13F equity value
Holder Rank
#37
of 207 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XPEL Over Time
Shares Held
Position Value (USD)
Position in Auto Parts
Consumer Cyclical · as of Jun 30, 2026Heritage Family Offices, LLP holds $4,057,379 across 1 Auto Parts name. XPEL ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XPEL |
XPEL, Inc.
This page
|
81,802 | $4,057,379 |
All Filings in XPEL
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,057,379 | 81,802 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $3,620,556 | 81,802 | Shares | Sole | 2026-04-08 | |
| 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 | |
| No filing history on record for this holder in this stock. | ||||||