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Disclosery

Heritage Trust Co: TFC position timeline

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

Heritage Trust Co held 69,473 TFC 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 69,473 shares
    Change vs previous 13F -224 shares

    0.3% of the 13F portfolio, value $3,461,152.

    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 69,697 shares
    Change vs previous 13F +1,505 shares

    0.32% of the 13F portfolio, value $3,203,976.

    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 68,192 shares
    Change vs previous 13F +14,330 shares

    0.34% of the 13F portfolio, value $3,355,732.

    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 53,862 shares
    Change vs previous 13F +541 shares

    0.26% of the 13F portfolio, value $2,462,574.

    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 53,321 shares
    Change vs previous 13F +379 shares

    0.26% of the 13F portfolio, value $2,292,282.

    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 52,942 shares
    Change vs previous 13F -183 shares

    0.26% of the 13F portfolio, value $2,178,583.

    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 53,125 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,304,569.

    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).