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Disclosery

Heritage Financial Services, LLC: BRK-B position timeline

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

Heritage Financial Services, LLC held 2,829 BRK-B 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 2,829 shares
    Change vs previous 13F -698 shares

    0.12% of the 13F portfolio, value $1,421,997.

    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 3,527 shares
    Change vs previous 13F +679 shares

    0.16% of the 13F portfolio, value $1,773,164.

    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 2,848 shares
    Change vs previous 13F -339 shares

    0.13% of the 13F portfolio, value $1,383,473.

    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 3,187 shares
    Change vs previous 13F +67 shares

    0.17% of the 13F portfolio, value $1,697,333.

    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 3,120 shares
    Change vs previous 13F -69 shares

    0.19% of the 13F portfolio, value $1,414,234.

    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 3,189 shares
    Change vs previous 13F +132 shares

    0.2% of the 13F portfolio, value $1,467,770.

    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 3,057 shares
    Change vs previous 13F -133 shares

    0.18% of the 13F portfolio, value $1,243,588.

    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 3,190 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,341,459.

    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).