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Disclosery

Heritage Trust Co: CI position timeline

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

Heritage Trust Co held 4,584 CI 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 4,584 shares
    Change vs previous 13F +1,306 shares

    0.11% of the 13F portfolio, value $1,263,710.

    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 3,278 shares
    Change vs previous 13F -7 shares

    0.09% of the 13F portfolio, value $874,417.

    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 3,285 shares
    Change vs previous 13F -13 shares

    0.09% of the 13F portfolio, value $904,130.

    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 3,298 shares
    Change vs previous 13F -11 shares

    0.1% of the 13F portfolio, value $950,658.

    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 3,309 shares
    Change vs previous 13F +214 shares

    0.13% of the 13F portfolio, value $1,093,893.

    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 3,095 shares
    Change vs previous 13F -340 shares

    0.12% of the 13F portfolio, value $1,018,255.

    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 3,435 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $948,543.

    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).