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Disclosery

Heritage Trust Co: MAR position timeline

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

Heritage Trust Co held 9,551 MAR 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 9,551 shares
    Change vs previous 13F +1,276 shares

    0.31% of the 13F portfolio, value $3,539,507.

    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 8,275 shares
    Change vs previous 13F +2,297 shares

    0.27% of the 13F portfolio, value $2,706,505.

    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 5,978 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $1,854,616.

    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 6,378 shares
    Change vs previous 13F -294 shares

    0.18% of the 13F portfolio, value $1,661,084.

    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 6,672 shares
    Change vs previous 13F +183 shares

    0.21% of the 13F portfolio, value $1,822,855.

    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 6,489 shares
    Change vs previous 13F +1,451 shares

    0.19% of the 13F portfolio, value $1,545,680.

    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 5,038 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,405,305.

    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).