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Disclosery

Heritage Financial Services, LLC: IWV position timeline

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

Heritage Financial Services, LLC held 5,232 IWV 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 5,232 shares
    Change vs previous 13F -163 shares

    0.17% of the 13F portfolio, value $2,024,093.

    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 5,395 shares
    Change vs previous 13F -142 shares

    0.18% of the 13F portfolio, value $2,044,473.

    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 5,537 shares
    Change vs previous 13F -226 shares

    0.19% of the 13F portfolio, value $1,943,572.

    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 5,763 shares
    Change vs previous 13F -393 shares

    0.18% of the 13F portfolio, value $1,830,637.

    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 6,156 shares
    Change vs previous 13F -260 shares

    0.27% of the 13F portfolio, value $2,057,724.

    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 6,416 shares
    Change vs previous 13F -565 shares

    0.28% of the 13F portfolio, value $2,096,379.

    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 6,981 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $2,154,900.

    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 6,981 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,094,932.

    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).