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Disclosery

Heritage Trust Co: LQD position timeline

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

Heritage Trust Co held 4,893 LQD 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 4,893 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $533,682.

    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 4,987 shares
    Change vs previous 13F -399 shares

    0.05% of the 13F portfolio, value $543,531.

    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 5,386 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $593,483.

    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 5,386 shares
    Change vs previous 13F -86 shares

    0.06% of the 13F portfolio, value $600,375.

    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 5,472 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $599,784.

    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 5,472 shares
    Change vs previous 13F -930 shares

    0.07% of the 13F portfolio, value $594,755.

    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 6,402 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $683,990.

    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).