Skip to content
Disclosery

Heritage Trust Co: MU position timeline

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

Heritage Trust Co held 14,069 MU 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 14,069 shares
    Change vs previous 13F +367 shares

    1.41% of the 13F portfolio, value $16,239,706.

    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 13,702 shares
    Change vs previous 13F -1,324 shares

    0.46% of the 13F portfolio, value $4,629,089.

    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 15,026 shares
    Change vs previous 13F +1,323 shares

    0.44% of the 13F portfolio, value $4,288,568.

    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 13,703 shares
    Change vs previous 13F +1,163 shares

    0.24% of the 13F portfolio, value $2,292,784.

    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 12,540 shares
    Change vs previous 13F +100 shares

    0.18% of the 13F portfolio, value $1,545,565.

    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 12,440 shares
    Change vs previous 13F -1,597 shares

    0.13% of the 13F portfolio, value $1,080,913.

    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 14,037 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,181,351.

    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).