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Disclosery

Heritage Trust Co: SPY position timeline

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

Heritage Trust Co held 45,543 SPY 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 45,543 shares
    Change vs previous 13F +652 shares

    2.95% of the 13F portfolio, value $34,010,148.

    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 44,891 shares
    Change vs previous 13F +1,258 shares

    2.93% of the 13F portfolio, value $29,194,409.

    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 43,633 shares
    Change vs previous 13F +2,447 shares

    3.03% of the 13F portfolio, value $29,754,222.

    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 41,186 shares
    Change vs previous 13F +4,381 shares

    2.91% of the 13F portfolio, value $27,437,303.

    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 36,805 shares
    Change vs previous 13F +2,257 shares

    2.63% of the 13F portfolio, value $22,739,986.

    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 34,548 shares
    Change vs previous 13F +4,099 shares

    2.34% of the 13F portfolio, value $19,325,816.

    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 30,449 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $17,845,550.

    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).