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Disclosery

Heritage Trust Co: SCZ position timeline

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

Heritage Trust Co held 54,534 SCZ 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 54,534 shares
    Change vs previous 13F -3,721 shares

    0.39% of the 13F portfolio, value $4,486,515.

    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 58,255 shares
    Change vs previous 13F -3,301 shares

    0.46% of the 13F portfolio, value $4,567,785.

    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 61,556 shares
    Change vs previous 13F -1,531 shares

    0.49% of the 13F portfolio, value $4,772,443.

    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 63,087 shares
    Change vs previous 13F -1,314 shares

    0.51% of the 13F portfolio, value $4,840,032.

    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 64,401 shares
    Change vs previous 13F -654 shares

    0.54% of the 13F portfolio, value $4,680,670.

    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 65,055 shares
    Change vs previous 13F -9,603 shares

    0.5% of the 13F portfolio, value $4,132,954.

    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 74,658 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $4,535,492.

    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).