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Disclosery

Heritage Trust Co: ES position timeline

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

Heritage Trust Co held 39,939 ES 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 39,939 shares
    Change vs previous 13F -16 shares

    0.25% of the 13F portfolio, value $2,886,392.

    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 39,955 shares
    Change vs previous 13F -51 shares

    0.28% of the 13F portfolio, value $2,768,083.

    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 40,006 shares
    Change vs previous 13F -183 shares

    0.27% of the 13F portfolio, value $2,693,612.

    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 40,189 shares
    Change vs previous 13F -576 shares

    0.3% of the 13F portfolio, value $2,859,055.

    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 40,765 shares
    Change vs previous 13F +1,321 shares

    0.3% of the 13F portfolio, value $2,593,484.

    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 39,444 shares
    Change vs previous 13F +12,974 shares

    0.3% of the 13F portfolio, value $2,449,868.

    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 26,470 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,520,177.

    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).