Filing

13F-HR

13F-HR

0001172661-26-000428·Heritage Financial Services, LLC

Filing metadata

Accession number: 0001172661-26-000428
Form type: 13F-HR
Filer: Heritage Financial Services, LLC
CIK: CIK 1752035
Filed: Feb 02, 2026
Reporting period: Dec 31, 2025
Description: Institutional holdings

Documents

0001172661-26-000428-index.htm

Complete submission

0001172661-26-000428.txt

directory listing

Filed by

Heritage Financial Services, LLC