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Disclosery

Heritage Trust Co: IWY position timeline

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

Heritage Trust Co held 2,014 IWY 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 2,014 shares
    Change vs previous 13F -4 shares

    0.05% of the 13F portfolio, value $585,309.

    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 2,018 shares
    Change vs previous 13F +118 shares

    0.05% of the 13F portfolio, value $502,159.

    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 1,900 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $526,186.

    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 1,900 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $519,936.

    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 1,900 shares
    Change vs previous 13F -30 shares

    0.05% of the 13F portfolio, value $468,370.

    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 1,930 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $407,114.

    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 1,942 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $456,895.

    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).