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Disclosery

Heritage Trust Co: AMZN position timeline

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

Heritage Trust Co held 56,343 AMZN 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 56,343 shares
    Change vs previous 13F -655 shares

    1.16% of the 13F portfolio, value $13,428,794.

    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 56,998 shares
    Change vs previous 13F +4,102 shares

    1.19% of the 13F portfolio, value $11,870,964.

    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 52,896 shares
    Change vs previous 13F +564 shares

    1.24% of the 13F portfolio, value $12,209,451.

    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 52,332 shares
    Change vs previous 13F +591 shares

    1.22% of the 13F portfolio, value $11,490,533.

    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 51,741 shares
    Change vs previous 13F +565 shares

    1.31% of the 13F portfolio, value $11,351,457.

    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 51,176 shares
    Change vs previous 13F +807 shares

    1.18% of the 13F portfolio, value $9,736,750.

    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 50,369 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $11,050,456.

    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).