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Disclosery

Heritage Financial Services, LLC: IVW position timeline

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

Heritage Financial Services, LLC held 17,172 IVW 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 17,172 shares
    Change vs previous 13F -1,366 shares

    0.18% of the 13F portfolio, value $2,116,621.

    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 18,538 shares
    Change vs previous 13F -525 shares

    0.2% of the 13F portfolio, value $2,237,908.

    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 19,063 shares
    Change vs previous 13F +547 shares

    0.2% of the 13F portfolio, value $2,098,837.

    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 18,516 shares
    Change vs previous 13F -337 shares

    0.17% of the 13F portfolio, value $1,718,841.

    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 18,853 shares
    Change vs previous 13F -1,183 shares

    0.25% of the 13F portfolio, value $1,914,108.

    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 20,036 shares
    Change vs previous 13F -128 shares

    0.26% of the 13F portfolio, value $1,918,447.

    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 20,164 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,865,977.

    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 20,164 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,702,649.

    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).