Skip to content
Disclosery

Heritage Financial Services, LLC: XLK position timeline

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

Heritage Financial Services, LLC held 1,634 XLK 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 1,634 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,247.

    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 ยง4.2).