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Disclosery

Heritage Trust Co: DE position timeline

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

Heritage Trust Co held 7,005 DE 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 7,005 shares
    Change vs previous 13F +830 shares

    0.38% of the 13F portfolio, value $4,443,486.

    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 6,175 shares
    Change vs previous 13F +1,101 shares

    0.35% of the 13F portfolio, value $3,478,386.

    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 5,074 shares
    Change vs previous 13F +894 shares

    0.24% of the 13F portfolio, value $2,362,303.

    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 4,180 shares
    Change vs previous 13F +408 shares

    0.2% of the 13F portfolio, value $1,911,348.

    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 3,772 shares
    Change vs previous 13F +18 shares

    0.22% of the 13F portfolio, value $1,918,016.

    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 3,754 shares
    Change vs previous 13F -6,046 shares

    0.21% of the 13F portfolio, value $1,761,941.

    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 9,800 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $4,152,272.

    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).