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Disclosery

Heritage Financial Services, LLC: PG position timeline

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

Heritage Financial Services, LLC held 14,271 PG 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 14,271 shares
    Change vs previous 13F -151 shares

    0.17% of the 13F portfolio, value $2,045,160.

    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 14,422 shares
    Change vs previous 13F -16 shares

    0.2% of the 13F portfolio, value $2,215,941.

    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 14,438 shares
    Change vs previous 13F +52 shares

    0.22% of the 13F portfolio, value $2,300,270.

    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 14,386 shares
    Change vs previous 13F -113 shares

    0.24% of the 13F portfolio, value $2,451,663.

    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 14,499 shares
    Change vs previous 13F -32 shares

    0.32% of the 13F portfolio, value $2,430,758.

    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 14,531 shares
    Change vs previous 13F +758 shares

    0.33% of the 13F portfolio, value $2,516,770.

    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 13,773 shares
    Change vs previous 13F +876 shares

    0.33% of the 13F portfolio, value $2,271,444.

    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 12,897 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,092,539.

    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).