Skip to main content

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

ETJ holding history

Eaton Vance Risk-Managed Diversified Equity Income Fund in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ETJ overviewAll 13F holders of ETJFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2022
Holdings of ETJ by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−20,310−100.0%Sold outHolders
Q1 202320,310$161.5K<0.1%00.0%UnchangedHolders
Q4 202220,310$152.3K<0.1%−24,790−55.0%ReducedHolders
Q3 202245,100$373.0K0.1%00.0%UnchangedHolders
Q2 202245,100$378.0K0.1%+45,100NewHolders