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Disclosery

Heritage Trust Co: DIS position timeline

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

Heritage Trust Co held 49,827 DIS 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 49,827 shares
    Change vs previous 13F +20,536 shares

    0.42% of the 13F portfolio, value $4,795,890.

    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 29,291 shares
    Change vs previous 13F -1,135 shares

    0.28% of the 13F portfolio, value $2,823,070.

    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 30,426 shares
    Change vs previous 13F -47 shares

    0.35% of the 13F portfolio, value $3,461,573.

    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 30,473 shares
    Change vs previous 13F +168 shares

    0.37% of the 13F portfolio, value $3,489,209.

    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 30,305 shares
    Change vs previous 13F +958 shares

    0.43% of the 13F portfolio, value $3,758,123.

    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 29,347 shares
    Change vs previous 13F -2,248 shares

    0.35% of the 13F portfolio, value $2,896,571.

    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 31,595 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $3,518,122.

    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).