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Livermore
Livermore
ZHEN

Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

CBSH holding history

Commerce Bancshares Inc in every 13F filed by Heritage Trust Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CBSH overviewAll 13F holders of CBSHFull Q2 2026 holdings

Shares (Q2 2026)
12,907
Value
$745.4K
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of CBSH by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,907$745.4K0.1%00.0%UnchangedHolders
Q1 202612,907$635.0K0.1%00.0%UnchangedHolders
Q4 202512,907$675.6K0.1%+611+5.0%AddedHolders
Q3 202512,296$734.8K0.1%00.0%UnchangedHolders
Q2 202512,296$764.4K0.1%00.0%UnchangedHolders
Q1 202512,296$765.2K0.1%00.0%UnchangedHolders
Q4 202412,296$766.2K0.1%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202411,714$653.4K0.1%00.0%UnchangedHolders
Q1 202411,714$623.2K0.1%00.0%UnchangedHolders
Q4 202311,714$625.6K0.1%+554+5.0%AddedHolders
Q3 202311,160$535.5K0.1%00.0%UnchangedHolders
Q2 202311,160$543.5K0.1%−19−0.2%ReducedHolders
Q1 202311,179$652.3K0.1%00.0%UnchangedHolders
Q4 202211,179$761.0K0.1%−3,645−24.6%ReducedHolders
Q3 202214,824$981.0K0.2%−38−0.3%ReducedHolders
Q2 202214,862$976.0K0.2%00.0%UnchangedHolders
Q1 202214,862$1.06M0.2%−15−0.1%ReducedHolders
Q4 202114,877$1.02M0.1%+676+4.8%AddedHolders
Q3 202114,201$990.0K0.1%−559−3.8%ReducedHolders
Q2 202114,760$1.10M0.2%−67−0.5%ReducedHolders
Q1 202114,827$1.14M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.