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Disclosery

Heritage Trust Co: SHW position timeline

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

Heritage Trust Co held 9,969 SHW 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 9,969 shares
    Change vs previous 13F -23 shares

    0.3% of the 13F portfolio, value $3,432,537.

    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 9,992 shares
    Change vs previous 13F -97 shares

    0.32% of the 13F portfolio, value $3,202,946.

    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 10,089 shares
    Change vs previous 13F -57 shares

    0.33% of the 13F portfolio, value $3,269,130.

    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 10,146 shares
    Change vs previous 13F -266 shares

    0.37% of the 13F portfolio, value $3,513,161.

    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 10,412 shares
    Change vs previous 13F -292 shares

    0.41% of the 13F portfolio, value $3,575,052.

    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 10,704 shares
    Change vs previous 13F -325 shares

    0.45% of the 13F portfolio, value $3,737,741.

    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 11,029 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,749,093.

    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).