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Disclosery

Heritage Financial Services, LLC: DFSE position timeline

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

Heritage Financial Services, LLC held 59,733 DFSE 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 59,733 shares
    Change vs previous 13F +877 shares

    0.21% of the 13F portfolio, value $2,477,725.

    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 58,856 shares
    Change vs previous 13F -1,928 shares

    0.22% of the 13F portfolio, value $2,418,394.

    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 60,784 shares
    Change vs previous 13F -97 shares

    0.22% of the 13F portfolio, value $2,313,440.

    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 60,881 shares
    Change vs previous 13F -13,033 shares

    0.2% of the 13F portfolio, value $2,050,473.

    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 73,914 shares
    Change vs previous 13F +485 shares

    0.33% of the 13F portfolio, value $2,448,867.

    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 73,429 shares
    Change vs previous 13F +87 shares

    0.35% of the 13F portfolio, value $2,600,856.

    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 73,342 shares
    Change vs previous 13F -1,839 shares

    0.35% of the 13F portfolio, value $2,454,024.

    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 75,181 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,420,829.

    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).