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Disclosery

Heritage Trust Co: FDX position timeline

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

Heritage Trust Co held 8,948 FDX 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 8,948 shares
    Change vs previous 13F +304 shares

    0.24% of the 13F portfolio, value $2,801,899.

    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 8,644 shares
    Change vs previous 13F -814 shares

    0.31% of the 13F portfolio, value $3,078,818.

    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 9,458 shares
    Change vs previous 13F +269 shares

    0.28% of the 13F portfolio, value $2,732,037.

    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 9,189 shares
    Change vs previous 13F +186 shares

    0.23% of the 13F portfolio, value $2,166,856.

    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 9,003 shares
    Change vs previous 13F +4,463 shares

    0.24% of the 13F portfolio, value $2,046,476.

    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 4,540 shares
    Change vs previous 13F -695 shares

    0.13% of the 13F portfolio, value $1,106,760.

    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 5,235 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,472,769.

    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).