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Disclosery

Heritage Trust Co: SPDW position timeline

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

Heritage Trust Co held 104,933 SPDW 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 104,933 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $5,287,571.

    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 104,933 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $4,790,191.

    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 104,933 shares
    Change vs previous 13F -4,686 shares

    0.47% of the 13F portfolio, value $4,660,073.

    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 109,619 shares
    Change vs previous 13F -275 shares

    0.5% of the 13F portfolio, value $4,690,596.

    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 109,894 shares
    Change vs previous 13F 0 shares

    0.51% of the 13F portfolio, value $4,449,608.

    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 109,894 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $4,001,240.

    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 109,894 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,750,681.

    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).