Skip to content
Disclosery

Heritage Trust Co: IEFA position timeline

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

Heritage Trust Co held 24,713 IEFA 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 24,713 shares
    Change vs previous 13F -72 shares

    0.21% of the 13F portfolio, value $2,386,781.

    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 24,785 shares
    Change vs previous 13F +110 shares

    0.23% of the 13F portfolio, value $2,243,787.

    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 24,675 shares
    Change vs previous 13F +135 shares

    0.22% of the 13F portfolio, value $2,207,425.

    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 24,540 shares
    Change vs previous 13F -190 shares

    0.23% of the 13F portfolio, value $2,142,587.

    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 24,730 shares
    Change vs previous 13F -143 shares

    0.24% of the 13F portfolio, value $2,064,460.

    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 24,873 shares
    Change vs previous 13F -5,484 shares

    0.23% of the 13F portfolio, value $1,881,643.

    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 30,357 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,133,490.

    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).