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Disclosery

Heritage Trust Co: ORCL position timeline

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

Heritage Trust Co held 64,623 ORCL 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 64,623 shares
    Change vs previous 13F +4,320 shares

    0.82% of the 13F portfolio, value $9,470,531.

    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 60,303 shares
    Change vs previous 13F +3,088 shares

    0.89% of the 13F portfolio, value $8,871,191.

    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 57,215 shares
    Change vs previous 13F -1,663 shares

    1.13% of the 13F portfolio, value $11,151,787.

    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 58,878 shares
    Change vs previous 13F -15,207 shares

    1.75% of the 13F portfolio, value $16,558,853.

    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 74,085 shares
    Change vs previous 13F -686 shares

    1.87% of the 13F portfolio, value $16,197,224.

    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 74,771 shares
    Change vs previous 13F -2,377 shares

    1.27% of the 13F portfolio, value $10,453,749.

    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 77,148 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $12,855,938.

    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).