Heritage Trust Co

SEC CIK: 0001706028
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

ZBH holding history

Zimmer Biomet Holdings, 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.

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

Shares (Q2 2026): 13,847
Value: $1.19M
% of portfolio: 0.1%
Quarters held: 21; Since Q1 2021

Holdings of ZBH by Heritage Trust Co, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	13,847	$1.19M	0.1%	−294−2.1%	Reduced	Holders
Q1 2026	14,141	$1.28M	0.1%	−303−2.1%	Reduced	Holders
Q4 2025	14,444	$1.30M	0.1%	−2,479−14.6%	Reduced	Holders
Q3 2025	16,923	$1.67M	0.2%	−153−0.9%	Reduced	Holders
Q2 2025	17,076	$1.56M	0.2%	−745−4.2%	Reduced	Holders
Q1 2025	17,821	$2.02M	0.2%	−529−2.9%	Reduced	Holders
Q4 2024	18,350	$1.94M	0.2%	–	No prior filing	Holders
Q3 2024	–	–	–	–	Not filed	Holders
Q2 2024	18,105	$1.96M	0.3%	+1,339+8.0%	Added	Holders
Q1 2024	16,766	$2.21M	0.3%	+763+4.8%	Added	Holders
Q4 2023	16,003	$1.95M	0.3%	−175−1.1%	Reduced	Holders
Q3 2023	16,178	$1.82M	0.3%	−142−0.9%	Reduced	Holders
Q2 2023	16,320	$2.38M	0.3%	+787+5.1%	Added	Holders
Q1 2023	15,533	$2.01M	0.3%	+425+2.8%	Added	Holders
Q4 2022	15,108	$1.93M	0.3%	−120−0.8%	Reduced	Holders
Q3 2022	15,228	$1.59M	0.3%	+1,140+8.1%	Added	Holders
Q2 2022	14,088	$1.48M	0.2%	−85−0.6%	Reduced	Holders
Q1 2022	14,173	$1.81M	0.3%	+101+0.7%	Added	Holders
Q4 2021	14,072	$1.79M	0.2%	+146+1.0%	Added	Holders
Q3 2021	13,926	$2.04M	0.3%	+430+3.2%	Added	Holders
Q2 2021	13,496	$2.17M	0.3%	+209+1.6%	Added	Holders
Q1 2021	13,287	$2.13M	0.3%	–	–	Holders

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