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Disclosery

Heritage Financial Services, LLC: JPIE position timeline

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

Heritage Financial Services, LLC held 2,848,628 JPIE 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 2,848,628 shares
    Change vs previous 13F +543,246 shares

    11.01% of the 13F portfolio, value $131,862,993.

    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 2,305,382 shares
    Change vs previous 13F +99,558 shares

    9.62% of the 13F portfolio, value $106,992,774.

    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 2,205,824 shares
    Change vs previous 13F +23,079 shares

    9.83% of the 13F portfolio, value $102,173,766.

    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 2,182,745 shares
    Change vs previous 13F -271,446 shares

    9.95% of the 13F portfolio, value $100,559,086.

    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 2,454,191 shares
    Change vs previous 13F +87,743 shares

    14.87% of the 13F portfolio, value $111,960,184.

    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 2,366,448 shares
    Change vs previous 13F +111,564 shares

    14.6% of the 13F portfolio, value $109,779,521.

    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 2,254,884 shares
    Change vs previous 13F +84,646 shares

    14.7% of the 13F portfolio, value $102,507,044.

    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 2,170,238 shares
    Change vs previous 13F not available

    14.71% of the 13F portfolio, value $98,876,044.

    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).