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Disclosery

Heritage Investment Group, Inc.: DFEM position timeline

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

Heritage Investment Group, Inc. held 571,797 DFEM 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 571,797 shares
    Change vs previous 13F +2,600 shares

    3.12% of the 13F portfolio, value $23,237,850.

    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 569,197 shares
    Change vs previous 13F +10,246 shares

    2.98% of the 13F portfolio, value $19,665,749.

    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 558,951 shares
    Change vs previous 13F +31,666 shares

    2.81% of the 13F portfolio, value $18,490,102.

    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 527,285 shares
    Change vs previous 13F +23,811 shares

    2.71% of the 13F portfolio, value $16,910,030.

    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 503,474 shares
    Change vs previous 13F -29,044 shares

    2.58% of the 13F portfolio, value $14,943,116.

    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 532,518 shares
    Change vs previous 13F +53,899 shares

    2.65% of the 13F portfolio, value $14,090,427.

    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 478,619 shares
    Change vs previous 13F +44,366 shares

    2.34% of the 13F portfolio, value $12,535,040.

    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 434,253 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $12,224,235.

    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).