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Disclosery

Heritage Trust Co: RVTY position timeline

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

Heritage Trust Co held 7,851 RVTY 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 7,851 shares
    Change vs previous 13F -815 shares

    0.08% of the 13F portfolio, value $873,499.

    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 8,666 shares
    Change vs previous 13F -505 shares

    0.08% of the 13F portfolio, value $759,221.

    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 9,171 shares
    Change vs previous 13F -2,081 shares

    0.09% of the 13F portfolio, value $887,310.

    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 11,252 shares
    Change vs previous 13F -148 shares

    0.1% of the 13F portfolio, value $986,248.

    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 11,400 shares
    Change vs previous 13F -150 shares

    0.13% of the 13F portfolio, value $1,102,605.

    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 11,550 shares
    Change vs previous 13F -895 shares

    0.15% of the 13F portfolio, value $1,221,986.

    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 12,445 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,388,981.

    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).