Heritage Trust CO Options Holdings

Heritage Trust CO

  • $911 Million
  • Q3 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 454
  • Current Value $911 Million
  • Prior Value $839 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 13 stocks
  • Additional Purchases 116 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
Track This Portfolio

Track Heritage Trust CO Portfolio

Follow Heritage Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heritage Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email