Heritage Financial Services, LLC: SWK position timeline

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

Heritage Financial Services, LLC held 0 SWK shares at 2024-12-31 per its 13F-HR filed 2025-01-23.

the latest 13F is the newest step

period ended2024-12-31
13F 0 shares
Change vs previous 13F -2,294 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-09-30
13F 2,294 shares
Change vs previous 13F +2,294 shares
0.03% of the 13F portfolio, value $252,639.
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).
period ended2024-06-30
13F 0 shares
Change vs previous 13F -2,298 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2024-03-31
13F 2,298 shares
Change vs previous 13F not available
0.03% of the 13F portfolio, value $225,044.
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).