Heritage Financial Services, LLC current holdings: USA Funds
Heritage Financial Services, LLC reported $0.00 billion in funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), 0 positions, in its Form 13F for the quarter ended 2025-12-31.
Form 13F-HR as filed (SEC CIK 1752035): quarter ended 2025-12-31, filed 2026-02-02. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
No position of this class in the Form 13F-HR for the quarter ended 2025-12-31.
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