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Disclosery

Heritage Trust Co: SBUX position timeline

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

Heritage Trust Co held 86,489 SBUX 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 86,489 shares
    Change vs previous 13F +4,601 shares

    0.77% of the 13F portfolio, value $8,838,327.

    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 81,888 shares
    Change vs previous 13F +5,850 shares

    0.74% of the 13F portfolio, value $7,336,369.

    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 76,038 shares
    Change vs previous 13F -2,144 shares

    0.65% of the 13F portfolio, value $6,403,166.

    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 78,182 shares
    Change vs previous 13F +659 shares

    0.7% of the 13F portfolio, value $6,614,199.

    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 77,523 shares
    Change vs previous 13F +77 shares

    0.82% of the 13F portfolio, value $7,103,450.

    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 77,446 shares
    Change vs previous 13F -3,206 shares

    0.92% of the 13F portfolio, value $7,596,698.

    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 80,652 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $7,359,589.

    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).