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Disclosery

Heritage Investment Group, Inc.: DFAT position timeline

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

Heritage Investment Group, Inc. held 32,227 DFAT 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 32,227 shares
    Change vs previous 13F -175 shares

    0.3% of the 13F portfolio, value $2,252,667.

    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 32,402 shares
    Change vs previous 13F -19 shares

    0.31% of the 13F portfolio, value $2,023,505.

    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 32,421 shares
    Change vs previous 13F -495 shares

    0.29% of the 13F portfolio, value $1,930,346.

    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 32,916 shares
    Change vs previous 13F -136 shares

    0.31% of the 13F portfolio, value $1,916,040.

    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 33,052 shares
    Change vs previous 13F -672 shares

    0.31% of the 13F portfolio, value $1,783,486.

    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 33,724 shares
    Change vs previous 13F +1,167 shares

    0.33% of the 13F portfolio, value $1,736,449.

    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 32,557 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,812,123.

    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 32,557 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,811,146.

    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).