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Disclosery

Heritage Financial Services, LLC: SCHB position timeline

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

Heritage Financial Services, LLC held 21,228 SCHB 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 21,228 shares
    Change vs previous 13F -385 shares

    0.05% of the 13F portfolio, value $556,812.

    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 21,613 shares
    Change vs previous 13F -152 shares

    0.05% of the 13F portfolio, value $555,672.

    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 21,765 shares
    Change vs previous 13F +552 shares

    0.05% of the 13F portfolio, value $518,661.

    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 21,213 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $456,717.

    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 21,213 shares
    Change vs previous 13F +14,142 shares

    0.06% of the 13F portfolio, value $481,536.

    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 7,071 shares
    Change vs previous 13F -442 shares

    0.06% of the 13F portfolio, value $470,366.

    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 7,513 shares
    Change vs previous 13F +442 shares

    0.07% of the 13F portfolio, value $472,345.

    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 7,071 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $431,687.

    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).