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Heritage Trust Co

SEC CIK
0001706028
Latest filing
Aug 6, 2026

HD holding history

Home Depot, 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.

HD overviewAll 13F holders of HDFull Q2 2026 holdings

Shares (Q2 2026)
34,935
Value
$12.3M
% of portfolio
1.1%
Quarters held
21
Since Q1 2021
Holdings of HD by Heritage Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202634,935$12.3M1.1%+1,781+5.4%AddedHolders
Q1 202633,154$10.9M1.1%+1,169+3.7%AddedHolders
Q4 202531,985$11.0M1.1%+250+0.8%AddedHolders
Q3 202531,735$12.9M1.4%+158+0.5%AddedHolders
Q2 202531,577$11.6M1.3%−338−1.1%ReducedHolders
Q1 202531,915$11.7M1.4%−161−0.5%ReducedHolders
Q4 202432,076$12.5M1.5%–No prior filingHolders
Q3 2024––––Not filedHolders
Q2 202433,013$11.4M1.5%+380+1.2%AddedHolders
Q1 202432,633$12.5M1.7%−612−1.8%ReducedHolders
Q4 202333,245$11.5M1.6%+105+0.3%AddedHolders
Q3 202333,140$10.0M1.6%−11,304−25.4%ReducedHolders
Q2 202344,444$13.8M2.0%+822+1.9%AddedHolders
Q1 202343,622$12.9M2.0%−402−0.9%ReducedHolders
Q4 202244,024$13.9M2.3%+748+1.7%AddedHolders
Q3 202243,276$11.9M2.1%+2,561+6.3%AddedHolders
Q2 202240,715$11.2M1.8%−424−1.0%ReducedHolders
Q1 202241,139$12.3M1.7%−255−0.6%ReducedHolders
Q4 202141,394$17.2M2.2%−593−1.4%ReducedHolders
Q3 202141,987$13.8M1.9%−110.0%ReducedHolders
Q2 202141,998$13.4M1.9%−296−0.7%ReducedHolders
Q1 202142,294$12.9M2.0%––Holders

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