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Disclosery

Heritage Trust Co: VTIP position timeline

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

Heritage Trust Co held 52,841 VTIP 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 52,841 shares
    Change vs previous 13F -314 shares

    0.23% of the 13F portfolio, value $2,654,204.

    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 53,155 shares
    Change vs previous 13F -1,861 shares

    0.27% of the 13F portfolio, value $2,655,095.

    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 55,016 shares
    Change vs previous 13F -1,181 shares

    0.28% of the 13F portfolio, value $2,721,092.

    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 56,197 shares
    Change vs previous 13F -1,713 shares

    0.3% of the 13F portfolio, value $2,845,256.

    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 57,910 shares
    Change vs previous 13F -580 shares

    0.34% of the 13F portfolio, value $2,911,132.

    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 58,490 shares
    Change vs previous 13F -12,283 shares

    0.35% of the 13F portfolio, value $2,918,654.

    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 70,773 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,426,835.

    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).