Heritage Financial Services, LLC

Q3 2025 13F Holdings

Location
Westwood, MA
Holdings as of
9/30/2025
Value ($000)
$1,112,604
Num holdings
134
Date filed
10/30/2025
Form type
13F-HR
Prev filing
7/18/2025
Next filing
SEC
View on sec.gov
Sym Issuer Name Cl CUSIP Value ($000) % Shares Principal Option Type