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Disclosery

Heritage Investment Group, Inc.: DFAS position timeline

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

Heritage Investment Group, Inc. held 433,167 DFAS 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 433,167 shares
    Change vs previous 13F -7,790 shares

    4.79% of the 13F portfolio, value $35,666,948.

    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 440,957 shares
    Change vs previous 13F -2,094 shares

    4.75% of the 13F portfolio, value $31,365,252.

    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 443,051 shares
    Change vs previous 13F -3,075 shares

    4.7% of the 13F portfolio, value $30,867,344.

    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 446,126 shares
    Change vs previous 13F -5,471 shares

    4.89% of the 13F portfolio, value $30,541,767.

    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 451,597 shares
    Change vs previous 13F -7,094 shares

    4.96% of the 13F portfolio, value $28,771,227.

    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 458,691 shares
    Change vs previous 13F -4,033 shares

    5.15% of the 13F portfolio, value $27,406,771.

    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 462,724 shares
    Change vs previous 13F -8,104 shares

    5.62% of the 13F portfolio, value $30,114,060.

    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 470,828 shares
    Change vs previous 13F not available

    5.81% of the 13F portfolio, value $30,537,886.

    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).