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Disclosery

Heritage Trust Co: IRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on IRM, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 29,698 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,698 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $3,751,158.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,798 shares
    Change vs previous 13F +1,992 shares

    0.31% of the 13F portfolio, value $3,043,577.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,806 shares
    Change vs previous 13F +6,652 shares

    0.23% of the 13F portfolio, value $2,306,519.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,154 shares
    Change vs previous 13F -21 shares

    0.23% of the 13F portfolio, value $2,156,446.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,175 shares
    Change vs previous 13F -328 shares

    0.25% of the 13F portfolio, value $2,171,921.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 21,503 shares
    Change vs previous 13F -652 shares

    0.22% of the 13F portfolio, value $1,850,121.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,155 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,328,712.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).