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Disclosery

Heritage Trust Co: HCA position timeline

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

Heritage Trust Co held 7,896 HCA 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 7,896 shares
    Change vs previous 13F -28 shares

    0.27% of the 13F portfolio, value $3,078,565.

    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 7,924 shares
    Change vs previous 13F -259 shares

    0.38% of the 13F portfolio, value $3,749,955.

    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 8,183 shares
    Change vs previous 13F -41 shares

    0.39% of the 13F portfolio, value $3,820,313.

    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 8,224 shares
    Change vs previous 13F -24 shares

    0.37% of the 13F portfolio, value $3,505,063.

    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 8,248 shares
    Change vs previous 13F -125 shares

    0.36% of the 13F portfolio, value $3,159,822.

    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 8,373 shares
    Change vs previous 13F +133 shares

    0.35% of the 13F portfolio, value $2,893,291.

    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 8,240 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,473,236.

    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).