Skip to content
Disclosery

Heritage Trust Co: DELL position timeline

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

Heritage Trust Co held 23,904 DELL 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 23,904 shares
    Change vs previous 13F -22,785 shares

    0.89% of the 13F portfolio, value $10,313,620.

    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 46,689 shares
    Change vs previous 13F +26,055 shares

    0.77% of the 13F portfolio, value $7,663,063.

    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 20,634 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,597,405.

    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).