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Disclosery

Heritage Trust Co: REGN position timeline

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

Heritage Trust Co held 2,898 REGN 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 2,898 shares
    Change vs previous 13F +242 shares

    0.16% of the 13F portfolio, value $1,807,025.

    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 2,656 shares
    Change vs previous 13F +77 shares

    0.21% of the 13F portfolio, value $2,052,133.

    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 2,579 shares
    Change vs previous 13F +50 shares

    0.2% of the 13F portfolio, value $1,990,650.

    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 2,529 shares
    Change vs previous 13F +160 shares

    0.15% of the 13F portfolio, value $1,421,981.

    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 2,369 shares
    Change vs previous 13F +185 shares

    0.14% of the 13F portfolio, value $1,243,725.

    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 2,184 shares
    Change vs previous 13F -227 shares

    0.17% of the 13F portfolio, value $1,385,158.

    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 2,411 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,717,428.

    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).