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Disclosery

Heritage Trust Co: IJK position timeline

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

Heritage Trust Co held 77,416 IJK 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 77,416 shares
    Change vs previous 13F +4,144 shares

    0.79% of the 13F portfolio, value $9,096,426.

    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 73,272 shares
    Change vs previous 13F +2,365 shares

    0.74% of the 13F portfolio, value $7,372,627.

    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 70,907 shares
    Change vs previous 13F -4,713 shares

    0.7% of the 13F portfolio, value $6,869,470.

    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 75,620 shares
    Change vs previous 13F -12 shares

    0.77% of the 13F portfolio, value $7,251,206.

    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 75,632 shares
    Change vs previous 13F +14,695 shares

    0.79% of the 13F portfolio, value $6,881,004.

    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 60,937 shares
    Change vs previous 13F +10,857 shares

    0.62% of the 13F portfolio, value $5,074,834.

    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 50,080 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $4,553,772.

    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).