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Disclosery

Heritage Financial Services, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Financial Services, LLC on AVGO, newest first. How the timeline and the estimate are built.

Heritage Financial Services, LLC held 6,035 AVGO shares at 2025-12-31 per its 13F-HR filed 2026-02-02.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 6,035 shares
    Change vs previous 13F -2,191 shares

    0.17% of the 13F portfolio, value $2,088,714.

    13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 8,226 shares
    Change vs previous 13F +895 shares

    0.24% of the 13F portfolio, value $2,713,840.

    13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-06-30
    13F 7,331 shares
    Change vs previous 13F +1,454 shares

    0.19% of the 13F portfolio, value $2,020,848.

    13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-03-31
    13F 5,877 shares
    Change vs previous 13F -69 shares

    0.1% of the 13F portfolio, value $983,987.

    13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-12-31
    13F 5,946 shares
    Change vs previous 13F +3,450 shares

    0.18% of the 13F portfolio, value $1,378,521.

    13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-09-30
    13F 2,496 shares
    Change vs previous 13F +2,247 shares

    0.06% of the 13F portfolio, value $430,560.

    13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-06-30
    13F 249 shares
    Change vs previous 13F -3 shares

    0.06% of the 13F portfolio, value $399,777.

    13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-03-31
    13F 252 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $334,004.

    13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).