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Disclosery

Heritage Trust Co: ZBH position timeline

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

Heritage Trust Co held 13,847 ZBH 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 13,847 shares
    Change vs previous 13F -294 shares

    0.1% of the 13F portfolio, value $1,192,091.

    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 14,141 shares
    Change vs previous 13F -303 shares

    0.13% of the 13F portfolio, value $1,278,627.

    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 14,444 shares
    Change vs previous 13F -2,479 shares

    0.13% of the 13F portfolio, value $1,298,801.

    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 16,923 shares
    Change vs previous 13F -153 shares

    0.18% of the 13F portfolio, value $1,666,948.

    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 17,076 shares
    Change vs previous 13F -745 shares

    0.18% of the 13F portfolio, value $1,557,500.

    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 17,821 shares
    Change vs previous 13F -529 shares

    0.24% of the 13F portfolio, value $2,016,984.

    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 18,350 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,938,312.

    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).