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Disclosery

Heritage Trust Co: VZ position timeline

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

Heritage Trust Co held 155,405 VZ 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 155,405 shares
    Change vs previous 13F +38,852 shares

    0.57% of the 13F portfolio, value $6,579,849.

    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 116,553 shares
    Change vs previous 13F +178 shares

    0.59% of the 13F portfolio, value $5,850,954.

    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 116,375 shares
    Change vs previous 13F +4,700 shares

    0.48% of the 13F portfolio, value $4,739,953.

    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 111,675 shares
    Change vs previous 13F +24,266 shares

    0.52% of the 13F portfolio, value $4,908,124.

    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 87,409 shares
    Change vs previous 13F +47,239 shares

    0.44% of the 13F portfolio, value $3,782,195.

    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 40,170 shares
    Change vs previous 13F +25,796 shares

    0.22% of the 13F portfolio, value $1,822,113.

    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 14,374 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $574,817.

    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).