Skip to content
Disclosery

Heritage Financial Services, LLC: DFAI position timeline

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

Heritage Financial Services, LLC held 133,568 DFAI 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 133,568 shares
    Change vs previous 13F +7,244 shares

    0.42% of the 13F portfolio, value $5,090,261.

    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 126,324 shares
    Change vs previous 13F +11,179 shares

    0.41% of the 13F portfolio, value $4,591,863.

    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 115,145 shares
    Change vs previous 13F +2,818 shares

    0.38% of the 13F portfolio, value $3,980,556.

    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 112,327 shares
    Change vs previous 13F -39 shares

    0.35% of the 13F portfolio, value $3,507,978.

    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 112,366 shares
    Change vs previous 13F +24,322 shares

    0.44% of the 13F portfolio, value $3,281,075.

    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 88,044 shares
    Change vs previous 13F +8,356 shares

    0.37% of the 13F portfolio, value $2,798,039.

    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 79,688 shares
    Change vs previous 13F +6,505 shares

    0.34% of the 13F portfolio, value $2,364,343.

    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 73,183 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $2,211,591.

    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).