Skip to content
Disclosery

Heritage Trust Co: UNH position timeline

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

Heritage Trust Co held 29,111 UNH 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 29,111 shares
    Change vs previous 13F +409 shares

    1.05% of the 13F portfolio, value $12,099,412.

    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 28,702 shares
    Change vs previous 13F +439 shares

    0.78% of the 13F portfolio, value $7,766,479.

    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 28,263 shares
    Change vs previous 13F +805 shares

    0.95% of the 13F portfolio, value $9,329,905.

    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 27,458 shares
    Change vs previous 13F +342 shares

    1% of the 13F portfolio, value $9,481,289.

    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 27,116 shares
    Change vs previous 13F +236 shares

    0.98% of the 13F portfolio, value $8,459,414.

    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 26,880 shares
    Change vs previous 13F -462 shares

    1.71% of the 13F portfolio, value $14,078,491.

    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 27,342 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $13,831,232.

    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).