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Disclosery

Heritage Trust Co: ADP position timeline

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

Heritage Trust Co held 33,209 ADP 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 33,209 shares
    Change vs previous 13F -182 shares

    0.64% of the 13F portfolio, value $7,437,184.

    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 33,391 shares
    Change vs previous 13F +7,692 shares

    0.68% of the 13F portfolio, value $6,784,388.

    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 25,699 shares
    Change vs previous 13F -174 shares

    0.67% of the 13F portfolio, value $6,610,568.

    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 25,873 shares
    Change vs previous 13F -75 shares

    0.8% of the 13F portfolio, value $7,593,782.

    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 25,948 shares
    Change vs previous 13F -924 shares

    0.92% of the 13F portfolio, value $8,002,364.

    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 26,872 shares
    Change vs previous 13F -1,662 shares

    1% of the 13F portfolio, value $8,210,205.

    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 28,534 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $8,352,769.

    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).