Heritage Financial Services, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 8 quarters from 2023-12-31 to 2025-12-31, Heritage Financial Services, LLC opened 55 positions, added to 167, reduced 182 and sold out of 43.
- Q4 2025: Stock AIRJ; Country of operation United States; Class CL A; Shares before 12,375.
- Q4 2025: Stock IBM; Country of operation United States; Class COM; Shares before 4,816.
- Q4 2025: Stock JNJ; Country of operation United States; Class COM; Shares before 8,776.
- Q4 2025: Stock XOMXXXX; Country of operation —; Class COM; Shares before 11,923.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1752035), 8 quarters: Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-30); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-18); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-14); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-23); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-23); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-23); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.
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