Heritage Financial Services, LLC: CVS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Financial Services, LLC on CVS, newest first. How the timeline and the estimate are built.
Heritage Financial Services, LLC held 0 CVS shares at 2025-06-30 per its 13F-HR filed 2025-07-18.
the latest 13F is the newest step
- period ended2025-06-3013F 0 sharesChange vs previous 13F -3,828 shares
13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 3,828 sharesChange vs previous 13F +3,828 shares
0.03% of the 13F portfolio, value $259,348.
13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -8,814 shares
13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 8,814 sharesChange vs previous 13F +296 shares
0.07% of the 13F portfolio, value $554,225.
13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 8,518 sharesChange vs previous 13F not available
0.07% of the 13F portfolio, value $503,074.
13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).