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Diversified Trust Co

SEC CIK
0001479844
Latest filing
Jul 17, 2026

HFWA holding history

Heritage Financial Corp in every 13F filed by Diversified Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HFWA overviewAll 13F holders of HFWAFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2025
Holdings of HFWA by Diversified Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−8,795−100.0%Sold outHolders
Q2 20258,795$209.7K<0.1%00.0%UnchangedHolders
Q1 20258,795$214.0K<0.1%+8,795NewHolders