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Manager record

Heritage Financial Services, LLC

CIK 1752035 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.20BReported 13F valueQ4 2025 · as filed
126Holdings listed
+7.7%vs prior quartervalue change includes market moves
3Quarters on record
Feb 02Latest filed
Reported 13F value by quarter, Q2 2025 to Q4 2025Q2 2025: $1.0B$1.0BQ2 2025125 holdingsQ3 2025: $1.1B$1.1BQ3 2025134 holdingsQ4 2025: $1.2B$1.2BQ4 2025126 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Feb 02 2026 13F-HR · period Q4 2025

$1.20B · 126 holdings listed · View original SEC filing ↗
Oct 30 2025 13F-HR · period Q3 2025

$1.11B · 134 holdings listed · View original SEC filing ↗
Jul 18 2025 13F-HR · period Q2 2025

$1.04B · 125 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q4 2025 · latest filing Feb 02, 2026 · Change methodology