Heritage Financial Services, LLC: TJX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Financial Services, LLC on TJX, newest first. How the timeline and the estimate are built.
Heritage Financial Services, LLC held 6,662 TJX shares at 2025-12-31 per its 13F-HR filed 2026-02-02.
the latest 13F is the newest step
- period ended2025-12-3113F 6,662 sharesChange vs previous 13F +20 shares
0.09% of the 13F portfolio, value $1,023,350.
13F-HR 0001172661-26-000428 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,642 sharesChange vs previous 13F -282 shares
0.09% of the 13F portfolio, value $960,035.
13F-HR 0001172661-25-004494 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,924 sharesChange vs previous 13F +20 shares
0.08% of the 13F portfolio, value $855,045.
13F-HR 0001172661-25-002648 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,904 sharesChange vs previous 13F +3 shares
0.08% of the 13F portfolio, value $840,908.
13F-HR 0001172661-25-001798 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,901 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $833,710.
13F-HR 0001172661-25-000330 filed by Heritage Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).