Skip to content
Disclosery

Heritage Financial Services, LLC: VEA position timeline

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

Heritage Financial Services, LLC held 19,673 VEA 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 19,673 shares
    Change vs previous 13F +466 shares

    0.1% of the 13F portfolio, value $1,228,973.

    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 19,207 shares
    Change vs previous 13F -2,324 shares

    0.1% of the 13F portfolio, value $1,150,884.

    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 21,531 shares
    Change vs previous 13F +392 shares

    0.12% of the 13F portfolio, value $1,227,483.

    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 21,139 shares
    Change vs previous 13F +492 shares

    0.11% of the 13F portfolio, value $1,074,496.

    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 20,647 shares
    Change vs previous 13F +4,314 shares

    0.13% of the 13F portfolio, value $987,340.

    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 16,333 shares
    Change vs previous 13F -614 shares

    0.11% of the 13F portfolio, value $862,546.

    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 16,947 shares
    Change vs previous 13F -819 shares

    0.12% of the 13F portfolio, value $837,541.

    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 17,766 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $891,341.

    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).