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Disclosery

Heritage Trust Co: QLTY position timeline

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

Heritage Trust Co held 201,093 QLTY 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 201,093 shares
    Change vs previous 13F +13,309 shares

    0.72% of the 13F portfolio, value $8,369,497.

    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 187,784 shares
    Change vs previous 13F +27,695 shares

    0.68% of the 13F portfolio, value $6,794,029.

    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 160,089 shares
    Change vs previous 13F +55,085 shares

    0.63% of the 13F portfolio, value $6,157,023.

    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 105,004 shares
    Change vs previous 13F +37,494 shares

    0.4% of the 13F portfolio, value $3,800,101.

    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 67,510 shares
    Change vs previous 13F +12,067 shares

    0.27% of the 13F portfolio, value $2,312,892.

    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 55,443 shares
    Change vs previous 13F +23,171 shares

    0.21% of the 13F portfolio, value $1,733,147.

    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 32,272 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,031,740.

    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).