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Disclosery

Heritage Financial Services, LLC: AVUV position timeline

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

Heritage Financial Services, LLC held 195,964 AVUV 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 195,964 shares
    Change vs previous 13F +16,007 shares

    1.67% of the 13F portfolio, value $19,984,448.

    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 179,957 shares
    Change vs previous 13F +11,931 shares

    1.61% of the 13F portfolio, value $17,911,121.

    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 168,026 shares
    Change vs previous 13F +59,091 shares

    1.47% of the 13F portfolio, value $15,307,169.

    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 108,935 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $9,495,864.

    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).