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Disclosery

Heritage Trust Co: TIP position timeline

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

Heritage Trust Co held 21,667 TIP 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 21,667 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $2,371,027.

    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 21,667 shares
    Change vs previous 13F -1,056 shares

    0.24% of the 13F portfolio, value $2,391,170.

    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 22,723 shares
    Change vs previous 13F -2,453 shares

    0.25% of the 13F portfolio, value $2,497,485.

    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 25,176 shares
    Change vs previous 13F -867 shares

    0.3% of the 13F portfolio, value $2,800,078.

    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 26,043 shares
    Change vs previous 13F -120 shares

    0.33% of the 13F portfolio, value $2,865,773.

    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 26,163 shares
    Change vs previous 13F -14,264 shares

    0.35% of the 13F portfolio, value $2,906,452.

    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 40,427 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $4,307,503.

    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).