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Disclosery

Heritage Financial Services, LLC: VTI position timeline

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

Heritage Financial Services, LLC held 11,466 VTI 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 11,466 shares
    Change vs previous 13F +808 shares

    0.32% of the 13F portfolio, value $3,844,344.

    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 10,658 shares
    Change vs previous 13F -1,449 shares

    0.31% of the 13F portfolio, value $3,497,771.

    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 12,107 shares
    Change vs previous 13F -1,753 shares

    0.35% of the 13F portfolio, value $3,679,727.

    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 13,860 shares
    Change vs previous 13F +5,796 shares

    0.38% of the 13F portfolio, value $3,809,283.

    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 8,064 shares
    Change vs previous 13F -657 shares

    0.31% of the 13F portfolio, value $2,337,028.

    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 8,721 shares
    Change vs previous 13F -961 shares

    0.33% of the 13F portfolio, value $2,469,439.

    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 9,682 shares
    Change vs previous 13F +401 shares

    0.37% of the 13F portfolio, value $2,590,032.

    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 9,281 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $2,412,132.

    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).