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Disclosery

Heritage Trust Co: CVS position timeline

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

Heritage Trust Co held 53,065 CVS 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 53,065 shares
    Change vs previous 13F +2,353 shares

    0.48% of the 13F portfolio, value $5,489,582.

    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 50,712 shares
    Change vs previous 13F -181 shares

    0.37% of the 13F portfolio, value $3,642,137.

    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 50,893 shares
    Change vs previous 13F +4,343 shares

    0.41% of the 13F portfolio, value $4,038,860.

    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 46,550 shares
    Change vs previous 13F +4,784 shares

    0.37% of the 13F portfolio, value $3,509,414.

    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 41,766 shares
    Change vs previous 13F +5,467 shares

    0.33% of the 13F portfolio, value $2,881,017.

    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 36,299 shares
    Change vs previous 13F +3,300 shares

    0.3% of the 13F portfolio, value $2,459,271.

    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 32,999 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,481,326.

    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).