Heritage Trust Co
BankPosition in UYLD — Angel Oak UltraShort Income ETF
CIK 1706028
OKLAHOMA CITY, OK
All Filings in UYLD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UYLD | $15,146,677 | 296,790 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 UYLD | $14,547,325 | 284,433 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 UYLD | $11,118,871 | 217,399 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 UYLD | $8,238,305 | 161,314 | Shares | Other | 2025-08-12 | |
| 2025-03-31 UYLD | $7,253,604 | 141,977 | Shares | Other | 2025-05-09 | |
| 2024-12-31 UYLD | $6,814,317 | 133,444 | Shares | Other | 2025-02-13 | |
| 2024-06-30 UYLD | $4,405,445 | 86,568 | Shares | Other | 2024-08-12 | |
| 2024-03-31 UYLD | $3,355,511 | 65,956 | Shares | Other | 2024-05-10 | |
| 2023-12-31 UYLD | $2,393,328 | 47,313 | Shares | Other | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||