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Disclosery

Heritage Trust Co: UYLD position timeline

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

Heritage Trust Co held 302,409 UYLD 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 302,409 shares
    Change vs previous 13F +5,619 shares

    1.34% of the 13F portfolio, value $15,424,384.

    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 296,790 shares
    Change vs previous 13F +12,357 shares

    1.52% of the 13F portfolio, value $15,146,699.

    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 284,433 shares
    Change vs previous 13F +67,034 shares

    1.48% of the 13F portfolio, value $14,547,267.

    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 217,399 shares
    Change vs previous 13F +56,085 shares

    1.18% of the 13F portfolio, value $11,118,892.

    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 161,314 shares
    Change vs previous 13F +19,337 shares

    0.95% of the 13F portfolio, value $8,238,314.

    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 141,977 shares
    Change vs previous 13F +8,533 shares

    0.88% of the 13F portfolio, value $7,253,614.

    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 133,444 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,814,333.

    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).