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Disclosery

Heritage Financial Services, LLC: IWR position timeline

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

Heritage Financial Services, LLC held 2,677 IWR 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 2,677 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $257,715.

    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 2,677 shares
    Change vs previous 13F -452 shares

    0.02% of the 13F portfolio, value $258,465.

    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 3,129 shares
    Change vs previous 13F +114 shares

    0.03% of the 13F portfolio, value $287,775.

    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 3,015 shares
    Change vs previous 13F +618 shares

    0.03% of the 13F portfolio, value $256,487.

    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 2,397 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $211,895.

    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 2,285 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,400.

    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).