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Disclosery

Heritage Trust Co: NOW position timeline

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

Heritage Trust Co held 18,231 NOW 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 18,231 shares
    Change vs previous 13F +938 shares

    0.16% of the 13F portfolio, value $1,809,972.

    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 17,293 shares
    Change vs previous 13F +7,548 shares

    0.18% of the 13F portfolio, value $1,807,984.

    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 9,745 shares
    Change vs previous 13F +7,786 shares

    0.15% of the 13F portfolio, value $1,492,836.

    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 1,959 shares
    Change vs previous 13F +29 shares

    0.19% of the 13F portfolio, value $1,802,825.

    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 1,930 shares
    Change vs previous 13F -91 shares

    0.23% of the 13F portfolio, value $1,984,193.

    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 2,021 shares
    Change vs previous 13F +242 shares

    0.2% of the 13F portfolio, value $1,609,000.

    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 1,779 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,885,952.

    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).