Skip to content
Disclosery

Heritage Investment Group, Inc.: DFAC position timeline

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

Heritage Investment Group, Inc. held 2,294,074 DFAC 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 2,294,074 shares
    Change vs previous 13F +19,399 shares

    13.67% of the 13F portfolio, value $101,765,136.

    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 2,274,675 shares
    Change vs previous 13F -33,751 shares

    13.38% of the 13F portfolio, value $88,393,864.

    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 2,308,426 shares
    Change vs previous 13F +86,234 shares

    13.91% of the 13F portfolio, value $91,390,566.

    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 2,222,192 shares
    Change vs previous 13F +10,666 shares

    13.72% of the 13F portfolio, value $85,709,964.

    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 2,211,526 shares
    Change vs previous 13F -136,867 shares

    13.66% of the 13F portfolio, value $79,261,096.

    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 2,348,393 shares
    Change vs previous 13F +43,442 shares

    14.56% of the 13F portfolio, value $77,473,487.

    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 2,304,951 shares
    Change vs previous 13F +15,453 shares

    14.88% of the 13F portfolio, value $79,728,239.

    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 2,289,498 shares
    Change vs previous 13F not available

    14.94% of the 13F portfolio, value $78,506,871.

    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).