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Disclosery

Heritage Trust Co: BSCU position timeline

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

Heritage Trust Co held 129,558 BSCU 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 129,558 shares
    Change vs previous 13F +22,607 shares

    0.19% of the 13F portfolio, value $2,156,494.

    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 106,951 shares
    Change vs previous 13F +36,610 shares

    0.18% of the 13F portfolio, value $1,788,125.

    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 70,341 shares
    Change vs previous 13F +16,665 shares

    0.12% of the 13F portfolio, value $1,190,171.

    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 53,676 shares
    Change vs previous 13F +13,613 shares

    0.1% of the 13F portfolio, value $907,129.

    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 40,063 shares
    Change vs previous 13F +16,088 shares

    0.08% of the 13F portfolio, value $672,260.

    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 23,975 shares
    Change vs previous 13F +7,770 shares

    0.05% of the 13F portfolio, value $397,747.

    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 16,205 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $265,275.

    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).