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Disclosery

Heritage Trust Co: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Trust Co on AAPL, newest first. How the timeline and the estimate are built.

Heritage Trust Co held 224,054 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 224,054 shares
    Change vs previous 13F -1,150 shares

    5.62% of the 13F portfolio, value $64,832,266.

    13F-HR 0001706028-26-000006 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 225,204 shares
    Change vs previous 13F -5,387 shares

    5.73% of the 13F portfolio, value $57,154,525.

    13F-HR 0001706028-26-000004 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 230,591 shares
    Change vs previous 13F +23,970 shares

    6.38% of the 13F portfolio, value $62,688,483.

    13F-HR 0001706028-26-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 206,621 shares
    Change vs previous 13F -13,194 shares

    5.58% of the 13F portfolio, value $52,611,927.

    13F-HR 0001706028-25-000005 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 219,815 shares
    Change vs previous 13F +11,621 shares

    5.21% of the 13F portfolio, value $45,099,445.

    13F-HR 0001625292-25-000011 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 208,194 shares
    Change vs previous 13F -9,927 shares

    5.61% of the 13F portfolio, value $46,246,156.

    13F-HR 0001625292-25-000007 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 218,121 shares
    Change vs previous 13F not available

    6.43% of the 13F portfolio, value $54,621,867.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).