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Disclosery

Heritage Trust Co: CSCO position timeline

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

Heritage Trust Co held 117,889 CSCO 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 117,889 shares
    Change vs previous 13F -344 shares

    1.2% of the 13F portfolio, value $13,847,250.

    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 118,233 shares
    Change vs previous 13F -553 shares

    0.92% of the 13F portfolio, value $9,173,714.

    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 118,786 shares
    Change vs previous 13F +3,527 shares

    0.93% of the 13F portfolio, value $9,150,091.

    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 115,259 shares
    Change vs previous 13F +1,558 shares

    0.84% of the 13F portfolio, value $7,886,029.

    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 113,701 shares
    Change vs previous 13F -347 shares

    0.91% of the 13F portfolio, value $7,888,579.

    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 114,048 shares
    Change vs previous 13F -825 shares

    0.85% of the 13F portfolio, value $7,037,909.

    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 114,873 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,800,489.

    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).