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Disclosery

Heritage Trust Co: UPS position timeline

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

Heritage Trust Co held 15,188 UPS 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 15,188 shares
    Change vs previous 13F +722 shares

    0.14% of the 13F portfolio, value $1,632,744.

    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 14,466 shares
    Change vs previous 13F +991 shares

    0.14% of the 13F portfolio, value $1,423,165.

    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 13,475 shares
    Change vs previous 13F -1,051 shares

    0.14% of the 13F portfolio, value $1,336,589.

    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 14,526 shares
    Change vs previous 13F -5,338 shares

    0.13% of the 13F portfolio, value $1,213,362.

    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 19,864 shares
    Change vs previous 13F -514 shares

    0.23% of the 13F portfolio, value $2,005,076.

    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 20,378 shares
    Change vs previous 13F -1,043 shares

    0.27% of the 13F portfolio, value $2,241,403.

    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 21,421 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,701,215.

    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).