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Disclosery

Heritage Trust Co: DAL position timeline

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

Heritage Trust Co held 34,556 DAL 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 34,556 shares
    Change vs previous 13F +5,285 shares

    0.28% of the 13F portfolio, value $3,236,519.

    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 29,271 shares
    Change vs previous 13F +5,272 shares

    0.2% of the 13F portfolio, value $1,945,938.

    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 23,999 shares
    Change vs previous 13F +170 shares

    0.17% of the 13F portfolio, value $1,665,530.

    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 23,829 shares
    Change vs previous 13F -548 shares

    0.14% of the 13F portfolio, value $1,352,301.

    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 24,377 shares
    Change vs previous 13F -487 shares

    0.14% of the 13F portfolio, value $1,198,864.

    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 24,864 shares
    Change vs previous 13F +1,663 shares

    0.13% of the 13F portfolio, value $1,084,070.

    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 23,201 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,403,673.

    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).