Skip to content
Disclosery

Heritage Investment Group, Inc.: DFIC position timeline

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

Heritage Investment Group, Inc. held 530,683 DFIC 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 530,683 shares
    Change vs previous 13F +12,017 shares

    2.66% of the 13F portfolio, value $19,773,261.

    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 518,666 shares
    Change vs previous 13F +14,865 shares

    2.79% of the 13F portfolio, value $18,428,214.

    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 503,801 shares
    Change vs previous 13F +31,168 shares

    2.64% of the 13F portfolio, value $17,360,981.

    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 472,633 shares
    Change vs previous 13F +25,320 shares

    2.48% of the 13F portfolio, value $15,497,634.

    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 447,313 shares
    Change vs previous 13F +1,342 shares

    2.4% of the 13F portfolio, value $13,906,958.

    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 445,971 shares
    Change vs previous 13F +38,688 shares

    2.33% of the 13F portfolio, value $12,384,622.

    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 407,283 shares
    Change vs previous 13F +37,353 shares

    1.96% of the 13F portfolio, value $10,526,222.

    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 369,930 shares
    Change vs previous 13F not available

    1.98% of the 13F portfolio, value $10,409,817.

    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).