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Disclosery

Heritage Trust Co: VB position timeline

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

Heritage Trust Co held 10,600 VB 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 10,600 shares
    Change vs previous 13F -36 shares

    0.28% of the 13F portfolio, value $3,213,075.

    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 10,636 shares
    Change vs previous 13F +643 shares

    0.28% of the 13F portfolio, value $2,785,780.

    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 9,993 shares
    Change vs previous 13F -3,313 shares

    0.26% of the 13F portfolio, value $2,577,691.

    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 13,306 shares
    Change vs previous 13F +13 shares

    0.36% of the 13F portfolio, value $3,383,452.

    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 13,293 shares
    Change vs previous 13F +9 shares

    0.36% of the 13F portfolio, value $3,150,178.

    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 13,284 shares
    Change vs previous 13F -98 shares

    0.36% of the 13F portfolio, value $2,945,731.

    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 13,382 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $3,215,429.

    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).