Heritage Financial Services, LLC

Q1 2022 13F Holdings

Location: Westwood, MA
Holdings as of: 3/31/2022
Value ($000): $152,960
Num holdings: 79
Date filed: 8/30/2022
Form type: 13F-HR
Prev filing: 8/26/2022
Next filing: 7/19/2022
SEC: View on sec.gov

Compare Q1 2022 to

Sym	Issuer Name	Cl	CUSIP	Value ($000)	%	Shares	Principal	Option Type