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Disclosery

Heritage Financial Services, LLC: IEMG position timeline

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

Heritage Financial Services, LLC held 49,274 IEMG 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 49,274 shares
    Change vs previous 13F -5,964 shares

    0.28% of the 13F portfolio, value $3,312,190.

    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 55,238 shares
    Change vs previous 13F -2,749 shares

    0.33% of the 13F portfolio, value $3,641,280.

    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 57,987 shares
    Change vs previous 13F -5,682 shares

    0.33% of the 13F portfolio, value $3,480,952.

    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 63,669 shares
    Change vs previous 13F -2,542 shares

    0.34% of the 13F portfolio, value $3,436,231.

    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 66,211 shares
    Change vs previous 13F -1,705 shares

    0.46% of the 13F portfolio, value $3,457,517.

    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 67,916 shares
    Change vs previous 13F -2,994 shares

    0.52% of the 13F portfolio, value $3,899,073.

    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 70,910 shares
    Change vs previous 13F -6,564 shares

    0.54% of the 13F portfolio, value $3,795,836.

    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 77,474 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,997,646.

    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).