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Disclosery

Heritage Trust Co: BSMR position timeline

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

Heritage Trust Co held 25,530 BSMR 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 25,530 shares
    Change vs previous 13F +1,908 shares

    0.05% of the 13F portfolio, value $603,528.

    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 23,622 shares
    Change vs previous 13F +5,474 shares

    0.06% of the 13F portfolio, value $558,754.

    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 18,148 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $429,476.

    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 18,148 shares
    Change vs previous 13F +2,014 shares

    0.05% of the 13F portfolio, value $429,383.

    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 16,134 shares
    Change vs previous 13F -830 shares

    0.04% of the 13F portfolio, value $378,665.

    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 16,964 shares
    Change vs previous 13F +6,124 shares

    0.05% of the 13F portfolio, value $399,504.

    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 10,840 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $255,824.

    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).