Skip to content
Disclosery

Heritage Investment Group, Inc.: DFAE position timeline

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

Heritage Investment Group, Inc. held 66,771 DFAE 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 66,771 shares
    Change vs previous 13F -533 shares

    0.36% of the 13F portfolio, value $2,684,862.

    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 67,304 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $2,278,913.

    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 67,304 shares
    Change vs previous 13F -4,104 shares

    0.33% of the 13F portfolio, value $2,192,091.

    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 71,408 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $2,251,494.

    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 71,408 shares
    Change vs previous 13F +57,563 shares

    0.36% of the 13F portfolio, value $2,067,262.

    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 13,845 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $358,447.

    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 13,845 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $351,248.

    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).