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Disclosery

Heritage Trust Co: IVW position timeline

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

Heritage Trust Co held 30,079 IVW 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 30,079 shares
    Change vs previous 13F -134 shares

    0.36% of the 13F portfolio, value $4,136,762.

    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 30,213 shares
    Change vs previous 13F -2,295 shares

    0.34% of the 13F portfolio, value $3,417,394.

    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 32,508 shares
    Change vs previous 13F -5,168 shares

    0.41% of the 13F portfolio, value $4,006,941.

    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 37,676 shares
    Change vs previous 13F -65 shares

    0.48% of the 13F portfolio, value $4,548,245.

    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 37,741 shares
    Change vs previous 13F +399 shares

    0.48% of the 13F portfolio, value $4,155,289.

    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 37,342 shares
    Change vs previous 13F -1,098 shares

    0.42% of the 13F portfolio, value $3,466,452.

    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 38,440 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,902,808.

    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).