Heritage Financial Services, LLC
Holdings in AIRJ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $385,355 | 97,806 | Shares | Sole | 2026-02-02 |
| 2025-09-30 | $58,038 | 12,375 | Shares | Sole | 2025-10-30 |
| 2025-06-30 | $57,296 | 12,375 | Shares | Sole | 2025-07-18 |
| 2025-03-31 | $57,048 | 12,375 | Shares | Sole | 2025-05-14 |
| 2024-12-31 | $98,566 | 12,375 | Shares | Sole | 2025-01-23 |