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Disclosery

Heritage Trust Co: DVN position timeline

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

Heritage Trust Co held 86,632 DVN 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 86,632 shares
    Change vs previous 13F +9,374 shares

    0.31% of the 13F portfolio, value $3,579,631.

    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 77,258 shares
    Change vs previous 13F +15,999 shares

    0.39% of the 13F portfolio, value $3,887,621.

    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 61,259 shares
    Change vs previous 13F -3,977 shares

    0.23% of the 13F portfolio, value $2,243,923.

    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 65,236 shares
    Change vs previous 13F -317 shares

    0.24% of the 13F portfolio, value $2,287,177.

    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 65,553 shares
    Change vs previous 13F +2,346 shares

    0.24% of the 13F portfolio, value $2,085,249.

    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 63,207 shares
    Change vs previous 13F +7,018 shares

    0.29% of the 13F portfolio, value $2,363,939.

    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 56,189 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,839,069.

    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).