Heritage Financial Services, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Westwood, MA
CIK
0001752035
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 79 512,150 13F-HR 10/19/2023 000117266123003448 Heritage Financial Services, LLC
Q2 2023 81 499,679 13F-HR 7/31/2023 000117266123002671 Heritage Financial Services, LLC
Q1 2023 78 458,815 13F-HR 5/10/2023 000117266123001979 Heritage Financial Services, LLC
Q4 2022 74 395,033 13F-HR 1/27/2023 000117266123000314 Heritage Financial Services, LLC
Q3 2022 62 164,763 13F-HR 11/3/2022 000160658722002124 Heritage Financial Services, LLC
Q2 2022 544 179,442 13F-HR 7/19/2022 000160658722001353 Heritage Financial Services, LLC
Q1 2022 79 152,960 13F-HR 8/30/2022 000160658722001823 Heritage Financial Services, LLC
Q4 2021 81 127,701 13F-HR 8/26/2022 000160658722001821 Heritage Financial Services, LLC