Skip to content
Disclosery

Heritage Trust Co: BMY position timeline

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

Heritage Trust Co held 8,006 BMY 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 8,006 shares
    Change vs previous 13F +1,461 shares

    0.04% of the 13F portfolio, value $461,306.

    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 6,545 shares
    Change vs previous 13F -356 shares

    0.04% of the 13F portfolio, value $396,957.

    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 6,901 shares
    Change vs previous 13F -18,136 shares

    0.04% of the 13F portfolio, value $372,240.

    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 25,037 shares
    Change vs previous 13F -250 shares

    0.12% of the 13F portfolio, value $1,129,180.

    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 25,287 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,170,537.

    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 25,287 shares
    Change vs previous 13F +3,833 shares

    0.19% of the 13F portfolio, value $1,542,260.

    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 21,454 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,213,440.

    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).