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Disclosery

Heritage Trust Co: FISV position timeline

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

Heritage Trust Co held 8,535 FISV 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 8,535 shares
    Change vs previous 13F -611 shares

    0.04% of the 13F portfolio, value $418,642.

    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 9,146 shares
    Change vs previous 13F -99 shares

    0.05% of the 13F portfolio, value $510,347.

    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 9,245 shares
    Change vs previous 13F -41,508 shares

    0.06% of the 13F portfolio, value $620,987.

    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 50,753 shares
    Change vs previous 13F +4,522 shares

    0.69% of the 13F portfolio, value $6,543,593.

    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 46,231 shares
    Change vs previous 13F +4,083 shares

    0.92% of the 13F portfolio, value $7,970,686.

    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 42,148 shares
    Change vs previous 13F +225 shares

    1.13% of the 13F portfolio, value $9,307,544.

    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 41,923 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $8,611,824.

    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).