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Disclosery

Heritage Trust Co: BRK-B position timeline

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

Heritage Trust Co held 20,155 BRK-B 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 20,155 shares
    Change vs previous 13F +2,494 shares

    0.87% of the 13F portfolio, value $10,085,383.

    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 17,661 shares
    Change vs previous 13F +1,931 shares

    0.85% of the 13F portfolio, value $8,463,150.

    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 15,730 shares
    Change vs previous 13F -145 shares

    0.8% of the 13F portfolio, value $7,906,712.

    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 15,875 shares
    Change vs previous 13F -80 shares

    0.85% of the 13F portfolio, value $7,980,994.

    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 15,955 shares
    Change vs previous 13F -14 shares

    0.89% of the 13F portfolio, value $7,750,474.

    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 15,969 shares
    Change vs previous 13F +328 shares

    1.03% of the 13F portfolio, value $8,504,777.

    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 15,641 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $7,089,755.

    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).