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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

IR holding history

Ingersoll Rand Inc. 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.

IR overviewAll 13F holders of IRFull Q2 2026 holdings

Shares (Q2 2026)
4,151
Value
$340.3K
% of portfolio
<0.1%
Quarters held
16
Since Q1 2021
Holdings of IR by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,151$340.3K<0.1%−119−2.8%ReducedHolders
Q1 20264,270$342.1K<0.1%−133−3.0%ReducedHolders
Q4 20254,403$348.8K<0.1%−137−3.0%ReducedHolders
Q3 20254,540$375.1K<0.1%00.0%UnchangedHolders
Q2 20254,540$377.6K<0.1%+9+0.2%AddedHolders
Q1 20254,531$362.6K<0.1%−21−0.5%ReducedHolders
Q4 20244,552$411.8K<0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 20243,921$356.2K<0.1%+240+6.5%AddedHolders
Q1 20243,681$349.5K<0.1%−64−1.7%ReducedHolders
Q4 20233,745$289.6K<0.1%+411+12.3%AddedHolders
Q3 20233,334$212.4K<0.1%00.0%UnchangedHolders
Q2 20233,334$217.9K<0.1%+3,334NewHolders
Q1 20220$00.0%−7,271−100.0%Sold outHolders
Q4 20217,271$450.0K0.1%−32−0.4%ReducedHolders
Q3 20217,303$369.0K0.1%−243−3.2%ReducedHolders
Q2 20217,546$368.0K0.1%−533−6.6%ReducedHolders
Q1 20218,079$397.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.