Heritage Trust Co

SEC CIK: 0001706028
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

NDMO holding history

Nuveen Dynamic Municipal Opportunities 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.

NDMO overview All 13F holders of NDMO Full Q2 2026 holdings

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2024

Holdings of NDMO by Heritage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−14,000−100.0%	Sold out	Holders
Q2 2025	14,000	$141.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	14,000	$143.6K	<0.1%	00.0%	Unchanged	Holders
Q4 2024	14,000	$140.3K	<0.1%	–	No prior filing	Holders