Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-25-000330
Filing Date
2025-01-23
Accepted
2025-01-23 15:15:51
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-01-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2191
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 54297
  Complete submission text file 0001172661-25-000330.txt   57671
Mailing Address 100 LOWDER BROOK DRIVE SUITE 1000 WESTWOOD MA 02090
Business Address 100 LOWDER BROOK DRIVE SUITE 1000 WESTWOOD MA 02090 7812550214
Heritage Financial Services, LLC (Filer) CIK: 0001752035 (see all company filings)

EIN.: 464420482
Type: 13F-HR | Act: 34 | File No.: 028-22567 | Film No.: 25549646