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Disclosery

Heritage Trust Co: MO position timeline

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

Heritage Trust Co held 166,452 MO 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 166,452 shares
    Change vs previous 13F +1,588 shares

    1.04% of the 13F portfolio, value $11,976,252.

    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 164,864 shares
    Change vs previous 13F +7,454 shares

    1.09% of the 13F portfolio, value $10,879,375.

    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 157,410 shares
    Change vs previous 13F -305 shares

    0.92% of the 13F portfolio, value $9,076,281.

    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 157,715 shares
    Change vs previous 13F +5,336 shares

    1.1% of the 13F portfolio, value $10,418,674.

    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 152,379 shares
    Change vs previous 13F +10,447 shares

    1.03% of the 13F portfolio, value $8,934,001.

    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 141,932 shares
    Change vs previous 13F +19,188 shares

    1.03% of the 13F portfolio, value $8,518,761.

    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 122,744 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $6,418,281.

    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).