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Royce Micro Capital Trust shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Royce Micro Capital Trust (RMT) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Royce Micro Capital Trust

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All positions including Royce Micro Capital Trust held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Royce Micro Capital Trust by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $105k 10k 10.43

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View all positions for Heritage Financial Services

Top funds holding Royce Micro Capital Trust

Saba Capital Management
Modern Wealth Management
LPL Financial
Allspring Global Investments Holdings
Alexander Randolph Advisory
UBS Group
Rivernorth Capital Management
Shaker Financial Services
Punch & Associates Investment Management
Blue Bell Private Wealth Management
Flagship Harbor Advisors
Wells Fargo & Company
Mraz, Amerine & Associates
Raymond James Financial
Fca Corp

View all funds holding Royce Micro Capital Trust