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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001606587-22-001821
Filing Date
2022-08-26
Accepted
2022-08-26 10:06:43
Documents
2
Period of Report
2021-12-31
Effectiveness Date
2022-08-26

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2134
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.html INFORMATION TABLE  
2 DESCRIPTION FOR INFORMATION TABLE form13InfoTable.xml INFORMATION TABLE 34477
  Complete submission text file 0001606587-22-001821.txt   37815
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.: 221200424