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Disclosery

Heritage Trust Co: WMT position timeline

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

Heritage Trust Co held 147,739 WMT 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 147,739 shares
    Change vs previous 13F +406 shares

    1.45% of the 13F portfolio, value $16,732,936.

    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 147,333 shares
    Change vs previous 13F -3,650 shares

    1.84% of the 13F portfolio, value $18,310,549.

    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 150,983 shares
    Change vs previous 13F -1,001 shares

    1.71% of the 13F portfolio, value $16,821,027.

    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 151,984 shares
    Change vs previous 13F +1,242 shares

    1.66% of the 13F portfolio, value $15,663,483.

    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 150,742 shares
    Change vs previous 13F -1,793 shares

    1.7% of the 13F portfolio, value $14,739,563.

    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 152,535 shares
    Change vs previous 13F -7,428 shares

    1.62% of the 13F portfolio, value $13,391,062.

    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 159,963 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $14,452,697.

    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).