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Disclosery

Heritage Trust Co: COP position timeline

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

Heritage Trust Co held 17,626 COP 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 17,626 shares
    Change vs previous 13F -48 shares

    0.16% of the 13F portfolio, value $1,832,401.

    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 17,674 shares
    Change vs previous 13F -4,639 shares

    0.23% of the 13F portfolio, value $2,332,968.

    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 22,313 shares
    Change vs previous 13F +1,211 shares

    0.21% of the 13F portfolio, value $2,088,718.

    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 21,102 shares
    Change vs previous 13F -918 shares

    0.21% of the 13F portfolio, value $1,996,042.

    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 22,020 shares
    Change vs previous 13F -402 shares

    0.23% of the 13F portfolio, value $1,976,080.

    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 22,422 shares
    Change vs previous 13F +2,359 shares

    0.29% of the 13F portfolio, value $2,354,756.

    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 20,063 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,989,652.

    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).