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Disclosery

Heritage Investment Group, Inc.: DFAU position timeline

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

Heritage Investment Group, Inc. held 579,824 DFAU 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 579,824 shares
    Change vs previous 13F +6,030 shares

    4.03% of the 13F portfolio, value $29,971,088.

    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 573,794 shares
    Change vs previous 13F +9,860 shares

    3.92% of the 13F portfolio, value $25,889,581.

    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 563,934 shares
    Change vs previous 13F +24,734 shares

    4.02% of the 13F portfolio, value $26,392,120.

    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 539,200 shares
    Change vs previous 13F +24,631 shares

    3.95% of the 13F portfolio, value $24,673,807.

    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 514,569 shares
    Change vs previous 13F +13,119 shares

    3.76% of the 13F portfolio, value $21,797,124.

    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 501,450 shares
    Change vs previous 13F +3,840 shares

    3.62% of the 13F portfolio, value $19,275,734.

    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 497,610 shares
    Change vs previous 13F +19,354 shares

    3.76% of the 13F portfolio, value $20,148,212.

    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 478,256 shares
    Change vs previous 13F not available

    3.61% of the 13F portfolio, value $18,981,985.

    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).