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Disclosery

Heritage Trust Co: PANW position timeline

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

Heritage Trust Co held 19,384 PANW 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 19,384 shares
    Change vs previous 13F +1,706 shares

    0.57% of the 13F portfolio, value $6,610,332.

    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 17,678 shares
    Change vs previous 13F +5,250 shares

    0.28% of the 13F portfolio, value $2,834,134.

    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 12,428 shares
    Change vs previous 13F -993 shares

    0.23% of the 13F portfolio, value $2,289,239.

    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 13,421 shares
    Change vs previous 13F +742 shares

    0.29% of the 13F portfolio, value $2,732,786.

    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 12,679 shares
    Change vs previous 13F +473 shares

    0.3% of the 13F portfolio, value $2,594,630.

    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 12,206 shares
    Change vs previous 13F +1,514 shares

    0.25% of the 13F portfolio, value $2,082,832.

    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 10,692 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,945,518.

    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).