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Disclosery

Heritage Financial Services, LLC: IVE position timeline

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

Heritage Financial Services, LLC held 8,411 IVE 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 8,411 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,783,721.

    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 8,411 shares
    Change vs previous 13F -53 shares

    0.16% of the 13F portfolio, value $1,736,956.

    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 8,464 shares
    Change vs previous 13F +106 shares

    0.16% of the 13F portfolio, value $1,654,035.

    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 8,358 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $1,592,868.

    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 8,358 shares
    Change vs previous 13F -39 shares

    0.21% of the 13F portfolio, value $1,595,376.

    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 8,397 shares
    Change vs previous 13F -39 shares

    0.22% of the 13F portfolio, value $1,655,637.

    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 8,436 shares
    Change vs previous 13F -1 shares

    0.22% of the 13F portfolio, value $1,535,437.

    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 8,437 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,576,116.

    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).