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Disclosery

Heritage Financial Services, LLC: BND position timeline

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

Heritage Financial Services, LLC held 13,655 BND 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 13,655 shares
    Change vs previous 13F +105 shares

    0.08% of the 13F portfolio, value $1,011,426.

    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 13,550 shares
    Change vs previous 13F +60 shares

    0.09% of the 13F portfolio, value $1,007,714.

    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 13,490 shares
    Change vs previous 13F -6,017 shares

    0.1% of the 13F portfolio, value $993,269.

    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 19,507 shares
    Change vs previous 13F +3,724 shares

    0.14% of the 13F portfolio, value $1,432,790.

    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 15,783 shares
    Change vs previous 13F +656 shares

    0.15% of the 13F portfolio, value $1,134,956.

    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 15,127 shares
    Change vs previous 13F +666 shares

    0.15% of the 13F portfolio, value $1,136,189.

    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 14,461 shares
    Change vs previous 13F +296 shares

    0.15% of the 13F portfolio, value $1,041,916.

    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 14,165 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,028,804.

    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).