Heritage Trust - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Heritage Trust going back to May 8, 2017
- Heritage Trust 2023 Q4 - filed Feb. 9, 2024 - new!
- Heritage Trust 2023 Q3 - filed Nov. 8, 2023
- Heritage Trust 2023 Q2 - filed Aug. 11, 2023
- Heritage Trust 2023 Q1 - filed May 12, 2023
- Heritage Trust 2022 Q4 - filed Feb. 10, 2023
- Heritage Trust 2022 Q3 - filed Nov. 10, 2022
- Heritage Trust 2022 Q2 - filed Aug. 11, 2022
- Heritage Trust 2022 Q1 - filed May 11, 2022
- Heritage Trust 2021 Q4 - filed Feb. 9, 2022
- Heritage Trust 2021 Q3 - filed Nov. 9, 2021
- Heritage Trust 2021 Q2 - filed Aug. 9, 2021
- Heritage Trust 2021 Q1 - filed May 12, 2021
- Heritage Trust 2020 Q4 - filed Feb. 11, 2021
- Heritage Trust 2020 Q3 - filed Nov. 13, 2020
- Heritage Trust 2020 Q2 - filed Aug. 4, 2020
- Heritage Trust 2020 Q1 - filed May 11, 2020
- Heritage Trust 2019 Q4 - filed Feb. 11, 2020
- Heritage Trust 2019 Q3 - filed Nov. 12, 2019
- Heritage Trust 2019 Q2 - filed Aug. 13, 2019
- Heritage Trust 2019 Q1 - filed May 15, 2019
- Heritage Trust 2018 Q4 - filed Jan. 18, 2019
- Heritage Trust 2018 Q3 - filed Nov. 14, 2018
- Heritage Trust 2018 Q2 - filed Aug. 15, 2018
- Heritage Trust 2018 Q1 - filed May 14, 2018
- Heritage Trust 2017 Q4 - filed Feb. 12, 2018
- Heritage Trust 2017 Q3 - filed Nov. 14, 2017
- Heritage Trust 2017 Q2 - filed Aug. 9, 2017
- Heritage Trust 2017 Q1 - filed May 8, 2017