Filing History
Heritage Financial Services, LLC
12 parsed filings · CIK 0001752035
- 13F HOLDINGS REPORTQ/E Dec 2025126 pos · $1.20BSEC
- 13F HOLDINGS REPORTQ/E Sep 2025134 pos · $1.11BSEC
- 13F HOLDINGS REPORTQ/E Jun 2025125 pos · $1.04BSEC
- 13F HOLDINGS REPORTQ/E Mar 2025120 pos · $1.01BSEC
- 13F HOLDINGS REPORTQ/E Dec 2024117 pos · $753.0MSEC
- 13F HOLDINGS REPORTQ/E Sep 2024110 pos · $752.1MSEC
- 13F HOLDINGS REPORTQ/E Jun 2024105 pos · $697.1MSEC
- 13F HOLDINGS REPORTQ/E Mar 2024104 pos · $672.1MSEC
- 13F HOLDINGS REPORTQ/E Dec 202379 pos · $512.2MSEC
- 13F HOLDINGS REPORTQ/E Sep 202381 pos · $499.7MSEC
- 13F HOLDINGS REPORTQ/E Jun 202378 pos · $458.8MSEC
- 13F HOLDINGS REPORTQ/E Mar 202374 pos · $395.0MSEC