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Disclosery

Heritage Trust Co: RSP position timeline

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

Heritage Trust Co held 108,445 RSP 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 108,445 shares
    Change vs previous 13F +7,989 shares

    2% of the 13F portfolio, value $23,073,852.

    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 100,456 shares
    Change vs previous 13F +12,353 shares

    1.93% of the 13F portfolio, value $19,279,522.

    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 88,103 shares
    Change vs previous 13F +15,534 shares

    1.72% of the 13F portfolio, value $16,877,012.

    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 72,569 shares
    Change vs previous 13F +13,096 shares

    1.46% of the 13F portfolio, value $13,766,355.

    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 59,473 shares
    Change vs previous 13F +3,477 shares

    1.25% of the 13F portfolio, value $10,808,629.

    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 55,996 shares
    Change vs previous 13F +18,052 shares

    1.18% of the 13F portfolio, value $9,700,200.

    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 37,944 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $6,648,935.

    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).