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Disclosery

Heritage Trust Co: T position timeline

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

Heritage Trust Co held 265,048 T 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 265,048 shares
    Change vs previous 13F -296 shares

    0.48% of the 13F portfolio, value $5,486,545.

    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 265,344 shares
    Change vs previous 13F +2,280 shares

    0.77% of the 13F portfolio, value $7,692,325.

    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 263,064 shares
    Change vs previous 13F -1,665 shares

    0.66% of the 13F portfolio, value $6,534,514.

    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 264,729 shares
    Change vs previous 13F -128 shares

    0.79% of the 13F portfolio, value $7,475,950.

    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 264,857 shares
    Change vs previous 13F -1,264 shares

    0.89% of the 13F portfolio, value $7,664,980.

    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 266,121 shares
    Change vs previous 13F +36,894 shares

    0.91% of the 13F portfolio, value $7,525,898.

    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 229,227 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $5,219,497.

    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).