Heritage Financial Services, LLC quarter change: USA Stocks, New
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, Heritage Financial Services, LLC opened 2 positions, added to 25, reduced 29, sold out of 13 and left 2 unchanged. The largest increase in value was LLY (+$540,423); the largest decrease was NVDA (-$3,149,899).
- TMO: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 362.
- TXN: Country of operation United States; Class COM; Shares 2025-09-30 0; Shares 2025-12-31 1,167.
Two Form 13F-HR filings compared (SEC CIK 1752035): 2025-09-30 (filed 2025-10-30) and 2025-12-31 (filed 2026-02-02). 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; share change is the position change.
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