Heritage Financial Services, LLC: PFE position timeline

Heritage Financial Services, LLC held 0 PFE shares at 2025-03-31 per its 13F-HR filed 2025-05-14.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -7,938 shares

   13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 7,938 shares

   Change vs previous 13F -1,432 shares

   0.03% of the 13F portfolio, value $210,596.

   13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 9,370 shares

   Change vs previous 13F +200 shares

   0.04% of the 13F portfolio, value $271,168.

   13F-HR 0001172661-24-004334 filed by Heritage Financial Services, LLC
   Filed 2024-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 9,170 shares

   Change vs previous 13F +1,884 shares

   0.04% of the 13F portfolio, value $256,577.

   13F-HR 0001172661-24-002867 filed by Heritage Financial Services, LLC
   Filed 2024-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 7,286 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $202,187.

   13F-HR 0001172661-24-002271 filed by Heritage Financial Services, LLC
   Filed 2024-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).