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Disclosery

Heritage Trust Co: PAYX position timeline

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

Heritage Trust Co held 4,043 PAYX 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 4,043 shares
    Change vs previous 13F -65 shares

    0.03% of the 13F portfolio, value $397,550.

    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 4,108 shares
    Change vs previous 13F -120 shares

    0.04% of the 13F portfolio, value $378,427.

    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 4,228 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $474,298.

    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 4,231 shares
    Change vs previous 13F -11 shares

    0.06% of the 13F portfolio, value $536,320.

    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 4,242 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $617,039.

    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 4,242 shares
    Change vs previous 13F -2,468 shares

    0.08% of the 13F portfolio, value $654,458.

    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 6,710 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $940,874.

    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).