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Disclosery

Heritage Investment Group, Inc.: DFCF position timeline

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

Heritage Investment Group, Inc. held 194,715 DFCF 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 194,715 shares
    Change vs previous 13F +4,583 shares

    1.1% of the 13F portfolio, value $8,218,935.

    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 190,132 shares
    Change vs previous 13F +28,440 shares

    1.21% of the 13F portfolio, value $8,027,358.

    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 161,692 shares
    Change vs previous 13F +3,746 shares

    1.05% of the 13F portfolio, value $6,881,616.

    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 157,946 shares
    Change vs previous 13F +3,992 shares

    1.08% of the 13F portfolio, value $6,753,767.

    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 153,954 shares
    Change vs previous 13F +1,399 shares

    1.12% of the 13F portfolio, value $6,506,108.

    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 152,555 shares
    Change vs previous 13F -3,389 shares

    1.21% of the 13F portfolio, value $6,416,484.

    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 155,944 shares
    Change vs previous 13F +91,321 shares

    1.2% of the 13F portfolio, value $6,435,818.

    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 64,623 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $2,791,047.

    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).