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Disclosery

Heritage Financial Services, LLC: DFAE position timeline

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

Heritage Financial Services, LLC held 98,200 DFAE 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 98,200 shares
    Change vs previous 13F +3,375 shares

    0.27% of the 13F portfolio, value $3,198,362.

    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 94,825 shares
    Change vs previous 13F +11,884 shares

    0.27% of the 13F portfolio, value $2,989,821.

    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 82,941 shares
    Change vs previous 13F +555 shares

    0.23% of the 13F portfolio, value $2,401,155.

    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 82,386 shares
    Change vs previous 13F +3,620 shares

    0.21% of the 13F portfolio, value $2,132,980.

    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 78,766 shares
    Change vs previous 13F +10,801 shares

    0.27% of the 13F portfolio, value $1,998,298.

    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 67,965 shares
    Change vs previous 13F +4,123 shares

    0.25% of the 13F portfolio, value $1,862,921.

    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 63,842 shares
    Change vs previous 13F +3,155 shares

    0.24% of the 13F portfolio, value $1,651,593.

    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 60,687 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,500,183.

    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).