Position in RVTY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$873,502
+$114,274 QoQ
Shares Held
7,851
-9.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#219
of 538 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RVTY Over Time
Shares Held
Position Value (USD)
Position in Diagnostics & Research
Healthcare · as of Jun 30, 2026Heritage Trust Co holds $7,390,468 across 3 Diagnostics & Research names. RVTY ranks #2 (11.8% of the industry book) .
All Filings in RVTY
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $873,502 | 7,851 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $759,228 | 8,666 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $887,294 | 9,171 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $986,237 | 11,252 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,102,607 | 11,400 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $1,221,990 | 11,550 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,388,985 | 12,445 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,313,266 | 12,524 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,460,550 | 13,910 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,641,398 | 15,016 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,793,339 | 16,200 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,994,245 | 16,788 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $2,341,244 | 17,569 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $2,439,967 | 17,401 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $2,644,732 | 21,979 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $3,163,967 | 22,247 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $3,935,119 | 22,556 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $5,224,945 | 25,987 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $4,464,816 | 25,765 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $3,832,301 | 24,819 | Shares | Other | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||