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Disclosery

Heritage Trust Co: WFC position timeline

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

Heritage Trust Co held 16,951 WFC 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 16,951 shares
    Change vs previous 13F -1,139 shares

    0.12% of the 13F portfolio, value $1,400,831.

    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 18,090 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $1,440,146.

    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 18,090 shares
    Change vs previous 13F +296 shares

    0.17% of the 13F portfolio, value $1,685,988.

    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 17,794 shares
    Change vs previous 13F +751 shares

    0.16% of the 13F portfolio, value $1,491,495.

    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 17,043 shares
    Change vs previous 13F +2,287 shares

    0.16% of the 13F portfolio, value $1,365,485.

    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 14,756 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,059,334.

    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 14,756 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,036,463.

    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).