Heritage Financial Services, LLC: GOOG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Financial Services, LLC on GOOG, newest first. How the timeline and the estimate are built.
Heritage Financial Services, LLC held 4,428 GOOG shares at 2025-12-31 per its 13F-HR filed 2026-02-02.
the latest 13F is the newest step
- period ended2025-12-3113F 4,428 sharesChange vs previous 13F -321 shares
0.12% of the 13F portfolio, value $1,389,507.
13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,749 sharesChange vs previous 13F +52 shares
0.1% of the 13F portfolio, value $1,156,619.
13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,697 sharesChange vs previous 13F -1,057 shares
0.08% of the 13F portfolio, value $833,203.
13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,754 sharesChange vs previous 13F +870 shares
0.09% of the 13F portfolio, value $898,948.
13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,884 sharesChange vs previous 13F +90 shares
0.12% of the 13F portfolio, value $930,109.
13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,794 sharesChange vs previous 13F +38 shares
0.11% of the 13F portfolio, value $801,492.
13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 4,756 sharesChange vs previous 13F -264 shares
0.13% of the 13F portfolio, value $872,346.
13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 5,020 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $764,346.
13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).