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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-23-002671
Filing Date
2023-07-31
Accepted
2023-07-31 10:22:17
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-31

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2190
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 37701
  Complete submission text file 0001172661-23-002671.txt   41042
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)

IRS No.: 464420482
Type: 13F-HR | Act: 34 | File No.: 028-22567 | Film No.: 231125456