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Disclosery

Heritage Trust Co: ICE position timeline

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

Heritage Trust Co held 32,121 ICE 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 32,121 shares
    Change vs previous 13F +2,416 shares

    0.34% of the 13F portfolio, value $3,954,415.

    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 29,705 shares
    Change vs previous 13F +1,105 shares

    0.47% of the 13F portfolio, value $4,672,002.

    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 28,600 shares
    Change vs previous 13F -375 shares

    0.47% of the 13F portfolio, value $4,632,056.

    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 28,975 shares
    Change vs previous 13F +413 shares

    0.52% of the 13F portfolio, value $4,881,708.

    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 28,562 shares
    Change vs previous 13F -609 shares

    0.61% of the 13F portfolio, value $5,240,275.

    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 29,171 shares
    Change vs previous 13F -1,472 shares

    0.61% of the 13F portfolio, value $5,032,041.

    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 30,643 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,566,112.

    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).