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Disclosery

Heritage Trust Co: D position timeline

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

Heritage Trust Co held 16,895 D 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 16,895 shares
    Change vs previous 13F +1,392 shares

    0.1% of the 13F portfolio, value $1,153,761.

    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 15,503 shares
    Change vs previous 13F +637 shares

    0.1% of the 13F portfolio, value $958,391.

    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 14,866 shares
    Change vs previous 13F +3,255 shares

    0.09% of the 13F portfolio, value $870,997.

    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 11,611 shares
    Change vs previous 13F +2,413 shares

    0.08% of the 13F portfolio, value $710,250.

    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 9,198 shares
    Change vs previous 13F -1,003 shares

    0.06% of the 13F portfolio, value $519,871.

    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 10,201 shares
    Change vs previous 13F -3 shares

    0.07% of the 13F portfolio, value $571,966.

    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 10,204 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $549,588.

    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).