Skip to content
Disclosery

Heritage Financial Services, LLC: ES position timeline

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

Heritage Financial Services, LLC held 9,260 ES 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 9,260 shares
    Change vs previous 13F -181 shares

    0.05% of the 13F portfolio, value $623,476.

    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 9,441 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $671,633.

    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 9,432 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $600,064.

    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 9,432 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $585,822.

    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 9,432 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $541,680.

    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 9,432 shares
    Change vs previous 13F -1,329 shares

    0.09% of the 13F portfolio, value $641,848.

    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 10,761 shares
    Change vs previous 13F -746 shares

    0.09% of the 13F portfolio, value $610,257.

    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 11,507 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $687,774.

    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).