13F-HR | SEC Filings Hub

Filing metadata

Accession number: 0001172661-25-004494
Form type: 13F-HR
Filer: Heritage Financial Services, LLC
CIK: CIK 1752035
Filed: Oct 30, 2025
Reporting period: Sep 30, 2025
Description: Institutional holdings

Documents

0001172661-25-004494-index.htm

Complete submission

0001172661-25-004494.txt

directory listing

Filed by

Heritage Financial Services, LLC