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Disclosery

Heritage Trust Co: VIG position timeline

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

Heritage Trust Co held 17,185 VIG 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 17,185 shares
    Change vs previous 13F -1,329 shares

    0.35% of the 13F portfolio, value $4,066,312.

    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 18,514 shares
    Change vs previous 13F -498 shares

    0.4% of the 13F portfolio, value $3,981,623.

    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 19,012 shares
    Change vs previous 13F -673 shares

    0.43% of the 13F portfolio, value $4,178,455.

    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 19,685 shares
    Change vs previous 13F -167 shares

    0.45% of the 13F portfolio, value $4,247,825.

    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 19,852 shares
    Change vs previous 13F +235 shares

    0.47% of the 13F portfolio, value $4,063,107.

    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 19,617 shares
    Change vs previous 13F -290 shares

    0.46% of the 13F portfolio, value $3,805,508.

    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 19,907 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $3,898,390.

    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).