Position in EW
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$252,926
+$29,023 QoQ
Shares Held
2,796
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#939
of 1,315 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Heritage Trust Co holds $8,240,273 across 4 Medical Devices names. EW ranks #4 (3.1% of the industry book) .
All Filings in EW
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,926 | 2,796 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $223,903 | 2,796 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $238,359 | 2,796 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $215,811 | 2,775 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $217,032 | 2,775 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $201,132 | 2,775 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $205,433 | 2,775 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $256,326 | 2,775 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $265,179 | 2,775 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $211,593 | 2,775 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $261,765 | 2,775 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||