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Disclosery

Heritage Trust Co: HPE position timeline

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

Heritage Trust Co held 257,915 HPE 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 257,915 shares
    Change vs previous 13F +1,206 shares

    1.01% of the 13F portfolio, value $11,634,549.

    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 256,709 shares
    Change vs previous 13F +12,784 shares

    0.61% of the 13F portfolio, value $6,112,243.

    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 243,925 shares
    Change vs previous 13F +16,134 shares

    0.6% of the 13F portfolio, value $5,859,093.

    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 227,791 shares
    Change vs previous 13F -328 shares

    0.59% of the 13F portfolio, value $5,594,541.

    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 228,119 shares
    Change vs previous 13F -364 shares

    0.54% of the 13F portfolio, value $4,665,040.

    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 228,483 shares
    Change vs previous 13F -697 shares

    0.43% of the 13F portfolio, value $3,525,497.

    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 229,180 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $4,893,004.

    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).