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Disclosery

Heritage Financial Services, LLC: DFAC position timeline

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

Heritage Financial Services, LLC held 4,520,404 DFAC 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 4,520,404 shares
    Change vs previous 13F -100,620 shares

    14.94% of the 13F portfolio, value $178,962,777.

    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 4,621,024 shares
    Change vs previous 13F -51,735 shares

    16.02% of the 13F portfolio, value $178,232,909.

    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 4,672,759 shares
    Change vs previous 13F -939,636 shares

    16.12% of the 13F portfolio, value $167,471,683.

    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 5,612,395 shares
    Change vs previous 13F -455,537 shares

    18.33% of the 13F portfolio, value $185,152,928.

    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 6,067,932 shares
    Change vs previous 13F -100,544 shares

    27.87% of the 13F portfolio, value $209,889,764.

    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 6,168,476 shares
    Change vs previous 13F +23,656 shares

    28.12% of the 13F portfolio, value $211,517,044.

    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 6,144,820 shares
    Change vs previous 13F +205,801 shares

    28.42% of the 13F portfolio, value $198,108,997.

    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 5,939,019 shares
    Change vs previous 13F not available

    28.23% of the 13F portfolio, value $189,751,653.

    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).