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Disclosery

Heritage Trust Co: PEP position timeline

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

Heritage Trust Co held 26,939 PEP 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 26,939 shares
    Change vs previous 13F +3,185 shares

    0.32% of the 13F portfolio, value $3,647,539.

    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 23,754 shares
    Change vs previous 13F -52 shares

    0.37% of the 13F portfolio, value $3,688,762.

    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 23,806 shares
    Change vs previous 13F +2,397 shares

    0.35% of the 13F portfolio, value $3,416,646.

    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 21,409 shares
    Change vs previous 13F +256 shares

    0.32% of the 13F portfolio, value $3,006,680.

    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 21,153 shares
    Change vs previous 13F +585 shares

    0.32% of the 13F portfolio, value $2,793,039.

    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 20,568 shares
    Change vs previous 13F -192 shares

    0.37% of the 13F portfolio, value $3,083,965.

    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 20,760 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $3,156,772.

    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).