Heritage Financial Services, LLC: GOOGL position timeline

Heritage Financial Services, LLC held 3,061 GOOGL 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 3,061 shares

   Change vs previous 13F -273 shares

   0.08% of the 13F portfolio, value $958,093.

   13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-09-30

   13F 3,334 shares

   Change vs previous 13F +130 shares

   0.07% of the 13F portfolio, value $810,496.

   13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-06-30

   13F 3,204 shares

   Change vs previous 13F -1,055 shares

   0.05% of the 13F portfolio, value $564,642.

   13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
   Filed 2025-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-03-31

   13F 4,259 shares

   Change vs previous 13F +804 shares

   0.07% of the 13F portfolio, value $658,612.

   13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-12-31

   13F 3,455 shares

   Change vs previous 13F +220 shares

   0.09% of the 13F portfolio, value $654,032.

   13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-09-30

   13F 3,235 shares

   Change vs previous 13F -130 shares

   0.07% of the 13F portfolio, value $536,525.

   13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-06-30

   13F 3,365 shares

   Change vs previous 13F -191 shares

   0.09% of the 13F portfolio, value $612,935.

   13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
   Filed 2024-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-03-31

   13F 3,556 shares

   Change vs previous 13F not available

   0.08% of the 13F portfolio, value $536,708.

   13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).