Position in TRU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$223,634
+$9,145 QoQ
Shares Held
3,100
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#374
of 518 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Heritage Trust Co holds $5,291,580 across 5 Financial Data & Stock Exchanges names. TRU ranks #5 (4.2% of the industry book) .
All Filings in TRU
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,634 | 3,100 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $214,489 | 3,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $265,825 | 3,100 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $259,718 | 3,100 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $272,800 | 3,100 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $257,269 | 3,100 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $287,401 | 3,100 | Shares | Sole | 2025-02-13 | |
| 2024-06-30 | $229,896 | 3,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $247,380 | 3,100 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $213,001 | 3,100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $222,549 | 3,100 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $242,823 | 3,100 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||