Heritage Wealth Management »

Royce Micro Capital Trust shares owned by Heritage Wealth Management

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

Historical chart of Heritage Wealth Management investment in Royce Micro Capital Trust

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Micro Capital Trust by Heritage Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $128k 12k 10.39
2025-06-30 $114k 12k 9.25
2025-03-31 $166k 20k 8.43
2024-09-30 $185k 19k 9.61