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Disclosery

Heritage Investment Group, Inc.: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Investment Group, Inc. on AAPL, newest first. How the timeline and the estimate are built.

Heritage Investment Group, Inc. held 19,397 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,397 shares
    Change vs previous 13F +1,964 shares

    0.75% of the 13F portfolio, value $5,612,596.

    13F-HR 0001876811-26-000008 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,433 shares
    Change vs previous 13F +440 shares

    0.67% of the 13F portfolio, value $4,424,356.

    13F-HR 0001876811-26-000004 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 16,993 shares
    Change vs previous 13F +167 shares

    0.7% of the 13F portfolio, value $4,619,821.

    13F-HR 0001876811-26-000002 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,826 shares
    Change vs previous 13F +491 shares

    0.69% of the 13F portfolio, value $4,284,382.

    13F-HR 0001876811-25-000006 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,335 shares
    Change vs previous 13F -2,098 shares

    0.58% of the 13F portfolio, value $3,351,506.

    13F-HR 0001876811-25-000004 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,433 shares
    Change vs previous 13F +357 shares

    0.77% of the 13F portfolio, value $4,094,519.

    13F-HR 0001876811-25-000002 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 18,076 shares
    Change vs previous 13F -3,367 shares

    0.84% of the 13F portfolio, value $4,526,638.

    13F-HR 0001876811-25-000001 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 21,443 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,996,286.

    13F-HR 0001876811-24-000006 filed by Heritage Investment Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).