Filer · Institutional
Heritage TrustCo
CIK 0001706028TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 11
Q1 202613F-HR
0001706028-26-000004 · filed 2026-05-13
308
positions
Q4 202513F-HR
0001706028-26-000002 · filed 2026-02-10
294
positions
Q3 202513F-HR
0001706028-25-000005 · filed 2025-11-12
299
positions
Q2 202513F-HR
0001625292-25-000011 · filed 2025-08-12
296
positions
Q1 202513F-HR
0001625292-25-000007 · filed 2025-05-09
300
positions
Q4 202413F-HR
0001706028-25-000002 · filed 2025-02-13
300
positions
Q2 202413F-HR
0001706028-24-000006 · filed 2024-08-12
283
positions
Q1 202413F-HR
0001706028-24-000004 · filed 2024-05-10
286
positions
Q4 202313F-HR
0001706028-24-000002 · filed 2024-02-09
271
positions
Q3 202313F-HR
0001706028-23-000008 · filed 2023-11-08
256
positions
Q2 202313F-HR
0001706028-23-000006 · filed 2023-08-11
264
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.