Heritage Trust Co
- SEC CIK
- 0001706028
- Latest filing
- Aug 6, 2026
T holding history
AT&T 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.
T overviewAll 13F holders of TFull Q2 2026 holdings
- Shares (Q2 2026)
- 265,048
- Value
- $5.49M
- % of portfolio
- 0.5%
- Quarters held
- 21
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 265,048 | $5.49M | 0.5% | −296−0.1% | Reduced | Holders |
| Q1 2026 | 265,344 | $7.69M | 0.8% | +2,280+0.9% | Added | Holders |
| Q4 2025 | 263,064 | $6.53M | 0.7% | −1,665−0.6% | Reduced | Holders |
| Q3 2025 | 264,729 | $7.48M | 0.8% | −1280.0% | Reduced | Holders |
| Q2 2025 | 264,857 | $7.66M | 0.9% | −1,264−0.5% | Reduced | Holders |
| Q1 2025 | 266,121 | $7.53M | 0.9% | +36,894+16.1% | Added | Holders |
| Q4 2024 | 229,227 | $5.22M | 0.6% | – | No prior filing | Holders |
| Q3 2024 | – | – | – | – | Not filed | Holders |
| Q2 2024 | 18,970 | $362.5K | <0.1% | +38+0.2% | Added | Holders |
| Q1 2024 | 18,932 | $333.2K | <0.1% | +964+5.4% | Added | Holders |
| Q4 2023 | 17,968 | $301.5K | <0.1% | −2,146−10.7% | Reduced | Holders |
| Q3 2023 | 20,114 | $302.1K | <0.1% | −6,800−25.3% | Reduced | Holders |
| Q2 2023 | 26,914 | $429.3K | 0.1% | +3,540+15.1% | Added | Holders |
| Q1 2023 | 23,374 | $450.0K | 0.1% | −1,909−7.6% | Reduced | Holders |
| Q4 2022 | 25,283 | $465.5K | 0.1% | +2,234+9.7% | Added | Holders |
| Q3 2022 | 23,049 | $353.0K | 0.1% | −8,147−26.1% | Reduced | Holders |
| Q2 2022 | 31,196 | $654.0K | 0.1% | +7,657+32.5% | Added | Holders |
| Q1 2022 | 23,539 | $557.0K | 0.1% | +32+0.1% | Added | Holders |
| Q4 2021 | 23,507 | $578.0K | 0.1% | −2,858−10.8% | Reduced | Holders |
| Q3 2021 | 26,365 | $713.0K | 0.1% | −3,172−10.7% | Reduced | Holders |
| Q2 2021 | 29,537 | $850.0K | 0.1% | −448−1.5% | Reduced | Holders |
| Q1 2021 | 29,985 | $907.0K | 0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.