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Disclosery

Heritage Investment Group, Inc.: DFGR position timeline

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

Heritage Investment Group, Inc. held 40,973 DFGR 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 40,973 shares
    Change vs previous 13F -249 shares

    0.16% of the 13F portfolio, value $1,186,988.

    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 41,222 shares
    Change vs previous 13F +4,762 shares

    0.17% of the 13F portfolio, value $1,095,681.

    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 36,460 shares
    Change vs previous 13F -3,422 shares

    0.15% of the 13F portfolio, value $963,273.

    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 39,882 shares
    Change vs previous 13F +17 shares

    0.17% of the 13F portfolio, value $1,089,177.

    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 39,865 shares
    Change vs previous 13F +7,989 shares

    0.18% of the 13F portfolio, value $1,069,576.

    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 31,876 shares
    Change vs previous 13F +158 shares

    0.16% of the 13F portfolio, value $837,064.

    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 31,718 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $810,078.

    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).