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Disclosery

Heritage Trust Co: CARY position timeline

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

Heritage Trust Co held 199,018 CARY 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 199,018 shares
    Change vs previous 13F +5,441 shares

    0.36% of the 13F portfolio, value $4,135,600.

    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 193,577 shares
    Change vs previous 13F +18,160 shares

    0.4% of the 13F portfolio, value $4,021,154.

    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 175,417 shares
    Change vs previous 13F +18,474 shares

    0.37% of the 13F portfolio, value $3,653,149.

    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 156,943 shares
    Change vs previous 13F +3,282 shares

    0.35% of the 13F portfolio, value $3,281,677.

    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 153,661 shares
    Change vs previous 13F -494 shares

    0.37% of the 13F portfolio, value $3,196,149.

    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 154,155 shares
    Change vs previous 13F -26,875 shares

    0.39% of the 13F portfolio, value $3,200,259.

    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 181,030 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,727,415.

    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).