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Disclosery

Heritage Trust Co: AMT position timeline

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

Heritage Trust Co held 22,978 AMT 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 22,978 shares
    Change vs previous 13F +99 shares

    0.33% of the 13F portfolio, value $3,758,524.

    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 22,879 shares
    Change vs previous 13F -639 shares

    0.4% of the 13F portfolio, value $3,948,464.

    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 23,518 shares
    Change vs previous 13F -1,787 shares

    0.42% of the 13F portfolio, value $4,129,068.

    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 25,305 shares
    Change vs previous 13F +341 shares

    0.52% of the 13F portfolio, value $4,866,648.

    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 24,964 shares
    Change vs previous 13F -131 shares

    0.64% of the 13F portfolio, value $5,517,529.

    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 25,095 shares
    Change vs previous 13F -1,192 shares

    0.66% of the 13F portfolio, value $5,460,662.

    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 26,287 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,821,298.

    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).