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Disclosery

Heritage Financial Services, LLC: VOO position timeline

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

Heritage Financial Services, LLC held 3,828 VOO 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 3,828 shares
    Change vs previous 13F -497 shares

    0.2% of the 13F portfolio, value $2,400,762.

    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 4,325 shares
    Change vs previous 13F +308 shares

    0.24% of the 13F portfolio, value $2,648,649.

    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 4,017 shares
    Change vs previous 13F +791 shares

    0.22% of the 13F portfolio, value $2,281,988.

    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 3,226 shares
    Change vs previous 13F -5 shares

    0.16% of the 13F portfolio, value $1,657,874.

    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 3,231 shares
    Change vs previous 13F +234 shares

    0.23% of the 13F portfolio, value $1,740,896.

    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 2,997 shares
    Change vs previous 13F -69 shares

    0.21% of the 13F portfolio, value $1,581,427.

    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 3,066 shares
    Change vs previous 13F +439 shares

    0.22% of the 13F portfolio, value $1,533,399.

    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 2,627 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,262,799.

    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).