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Disclosery

Heritage Trust Co: URI position timeline

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

Heritage Trust Co held 7,628 URI 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 7,628 shares
    Change vs previous 13F -42 shares

    0.75% of the 13F portfolio, value $8,641,680.

    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 7,670 shares
    Change vs previous 13F -98 shares

    0.56% of the 13F portfolio, value $5,588,057.

    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 7,768 shares
    Change vs previous 13F +106 shares

    0.64% of the 13F portfolio, value $6,286,800.

    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 7,662 shares
    Change vs previous 13F +76 shares

    0.78% of the 13F portfolio, value $7,314,621.

    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 7,586 shares
    Change vs previous 13F +143 shares

    0.66% of the 13F portfolio, value $5,715,287.

    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 7,443 shares
    Change vs previous 13F +4,294 shares

    0.57% of the 13F portfolio, value $4,664,542.

    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 3,149 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,218,277.

    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).