Skip to content
Disclosery

Heritage Financial Services, LLC: VTEB position timeline

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

Heritage Financial Services, LLC held 19,303 VTEB 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 19,303 shares
    Change vs previous 13F +46 shares

    0.08% of the 13F portfolio, value $970,748.

    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 19,257 shares
    Change vs previous 13F -204 shares

    0.09% of the 13F portfolio, value $964,198.

    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 19,461 shares
    Change vs previous 13F -5,863 shares

    0.09% of the 13F portfolio, value $954,173.

    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 25,324 shares
    Change vs previous 13F -39 shares

    0.12% of the 13F portfolio, value $1,256,577.

    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 25,363 shares
    Change vs previous 13F +5,278 shares

    0.17% of the 13F portfolio, value $1,271,448.

    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 20,085 shares
    Change vs previous 13F -32 shares

    0.14% of the 13F portfolio, value $1,026,746.

    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 20,117 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,008,063.

    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 20,117 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,017,921.

    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).