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Disclosery

Heritage Financial Services, LLC: NVDA position timeline

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

Heritage Financial Services, LLC held 24,012 NVDA 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 24,012 shares
    Change vs previous 13F -16,872 shares

    0.37% of the 13F portfolio, value $4,478,239.

    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 40,884 shares
    Change vs previous 13F -1,208 shares

    0.69% of the 13F portfolio, value $7,628,138.

    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 42,092 shares
    Change vs previous 13F +16,714 shares

    0.64% of the 13F portfolio, value $6,650,111.

    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 25,378 shares
    Change vs previous 13F -416 shares

    0.27% of the 13F portfolio, value $2,750,468.

    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 25,794 shares
    Change vs previous 13F -559 shares

    0.46% of the 13F portfolio, value $3,463,877.

    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 26,353 shares
    Change vs previous 13F -408 shares

    0.43% of the 13F portfolio, value $3,200,309.

    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 26,761 shares
    Change vs previous 13F +24,071 shares

    0.47% of the 13F portfolio, value $3,306,054.

    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 2,690 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,430,577.

    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).