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Disclosery

Heritage Trust Co: RCL position timeline

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

Heritage Trust Co held 8,718 RCL 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 8,718 shares
    Change vs previous 13F +1,533 shares

    0.24% of the 13F portfolio, value $2,768,229.

    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 7,185 shares
    Change vs previous 13F +2,171 shares

    0.2% of the 13F portfolio, value $1,977,168.

    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 5,014 shares
    Change vs previous 13F -45 shares

    0.14% of the 13F portfolio, value $1,398,504.

    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 5,059 shares
    Change vs previous 13F -751 shares

    0.17% of the 13F portfolio, value $1,636,993.

    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 5,810 shares
    Change vs previous 13F +187 shares

    0.21% of the 13F portfolio, value $1,819,344.

    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 5,623 shares
    Change vs previous 13F +1,424 shares

    0.14% of the 13F portfolio, value $1,155,189.

    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 4,199 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $968,668.

    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).