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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

CSL holding history

Carlisle Companies 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.

CSL overviewAll 13F holders of CSLFull Q2 2026 holdings

Shares (Q2 2024)
609
Value
$246.8K
% of portfolio
<0.1%
Quarters held
2
Since Q1 2024
Holdings of CSL by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024––––Not filedHolders
Q2 2024609$246.8K<0.1%00.0%UnchangedHolders
Q1 2024609$238.6K<0.1%+609NewHolders