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Heritage Financial Services, LLC

CIK: 0001752035 | WESTWOOD, MA

Q3 2025 vs Q4 2025 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q4 2025
13F-HR126$1.2B2026-02-02SEC ↗
Q3 2025
13F-HR134$1.1B2025-10-30SEC ↗
Q2 2025
13F-HR125$1.0B2025-07-18SEC ↗
Q1 2025
13F-HR120$1.0B2025-05-14SEC ↗
Q4 2024
13F-HR117$753.0M2025-01-23SEC ↗
Q3 2024
13F-HR110$752.1M2024-10-23SEC ↗
Q2 2024
13F-HR105$697.1M2024-07-23SEC ↗
Q1 2024
13F-HR104$672.1M2024-05-14SEC ↗
Q4 2023
13F-HR99$587.8M2024-02-02SEC ↗
Q3 2023
13F-HR79$512.2M2023-10-19SEC ↗
Q2 2023
13F-HR81$499.7M2023-07-31SEC ↗
Q1 2023
13F-HR78$458.8M2023-05-10SEC ↗
Q4 2022
13F-HR74$395.0M2023-01-27SEC ↗
Q3 2022
13F-HR62$3.0M2022-11-03SEC ↗
Q2 2022
13F-HR544$2.8M2022-07-19SEC ↗
Q1 2022
13F-HR79$2.2M2022-08-30SEC ↗
Q4 2021
13F-HR81$1.7M2022-08-26SEC ↗