Heritage Trust Co

SEC CIK: 0001706028
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

UPS holding history

United Parcel Service 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.

UPS overview All 13F holders of UPS Full Q2 2026 holdings

Shares (Q2 2026): 15,188
Value: $1.63M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of UPS by Heritage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	15,188	$1.63M	0.1%	+722+5.0%	Added	Holders
Q1 2026	14,466	$1.42M	0.1%	+991+7.4%	Added	Holders
Q4 2025	13,475	$1.34M	0.1%	−1,051−7.2%	Reduced	Holders
Q3 2025	14,526	$1.21M	0.1%	−5,338−26.9%	Reduced	Holders
Q2 2025	19,864	$2.01M	0.2%	−514−2.5%	Reduced	Holders
Q1 2025	20,378	$2.24M	0.3%	−1,043−4.9%	Reduced	Holders
Q4 2024	21,421	$2.70M	0.3%	–	No prior filing	Holders
Q3 2024	–	–	–	–	Not filed	Holders
Q2 2024	23,075	$3.16M	0.4%	+16+0.1%	Added	Holders
Q1 2024	23,059	$3.43M	0.5%	−89−0.4%	Reduced	Holders
Q4 2023	23,148	$3.64M	0.5%	+372+1.6%	Added	Holders
Q3 2023	22,776	$3.55M	0.6%	−109−0.5%	Reduced	Holders
Q2 2023	22,885	$4.10M	0.6%	+244+1.1%	Added	Holders
Q1 2023	22,641	$4.39M	0.7%	+2,285+11.2%	Added	Holders
Q4 2022	20,356	$3.54M	0.6%	+977+5.0%	Added	Holders
Q3 2022	19,379	$3.13M	0.5%	+26+0.1%	Added	Holders
Q2 2022	19,353	$3.53M	0.6%	−577−2.9%	Reduced	Holders
Q1 2022	19,930	$4.27M	0.6%	+189+1.0%	Added	Holders
Q4 2021	19,741	$4.23M	0.5%	+63+0.3%	Added	Holders
Q3 2021	19,678	$3.58M	0.5%	+1,405+7.7%	Added	Holders
Q2 2021	18,273	$3.80M	0.5%	+1,772+10.7%	Added	Holders
Q1 2021	16,501	$2.81M	0.4%	–	–	Holders

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