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Disclosery

Heritage Trust Co: ACN position timeline

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

Heritage Trust Co held 4,694 ACN 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 4,694 shares
    Change vs previous 13F -15,422 shares

    0.05% of the 13F portfolio, value $584,121.

    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 20,116 shares
    Change vs previous 13F -56 shares

    0.4% of the 13F portfolio, value $3,988,810.

    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 20,172 shares
    Change vs previous 13F +21 shares

    0.55% of the 13F portfolio, value $5,412,155.

    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 20,151 shares
    Change vs previous 13F -95 shares

    0.53% of the 13F portfolio, value $4,969,243.

    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 20,246 shares
    Change vs previous 13F +162 shares

    0.7% of the 13F portfolio, value $6,051,341.

    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 20,084 shares
    Change vs previous 13F -537 shares

    0.76% of the 13F portfolio, value $6,267,014.

    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 20,621 shares
    Change vs previous 13F not available

    0.85% of the 13F portfolio, value $7,254,272.

    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).