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Disclosery

Heritage Trust Co: DHI position timeline

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

Heritage Trust Co held 12,874 DHI 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 12,874 shares
    Change vs previous 13F +778 shares

    0.18% of the 13F portfolio, value $2,096,918.

    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 12,096 shares
    Change vs previous 13F +231 shares

    0.17% of the 13F portfolio, value $1,659,815.

    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 11,865 shares
    Change vs previous 13F +751 shares

    0.17% of the 13F portfolio, value $1,708,920.

    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 11,114 shares
    Change vs previous 13F +443 shares

    0.2% of the 13F portfolio, value $1,883,490.

    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 10,671 shares
    Change vs previous 13F +81 shares

    0.16% of the 13F portfolio, value $1,375,709.

    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 10,590 shares
    Change vs previous 13F -895 shares

    0.16% of the 13F portfolio, value $1,346,314.

    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 11,485 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,605,834.

    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).