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Disclosery

Heritage Investment Group, Inc.: DFSD position timeline

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

Heritage Investment Group, Inc. held 196,249 DFSD 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 196,249 shares
    Change vs previous 13F +14,905 shares

    1.26% of the 13F portfolio, value $9,370,908.

    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 181,344 shares
    Change vs previous 13F +5,198 shares

    1.31% of the 13F portfolio, value $8,682,771.

    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 176,146 shares
    Change vs previous 13F +19,094 shares

    1.29% of the 13F portfolio, value $8,446,197.

    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 157,052 shares
    Change vs previous 13F +13,382 shares

    1.21% of the 13F portfolio, value $7,568,358.

    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 143,670 shares
    Change vs previous 13F +2,533 shares

    1.19% of the 13F portfolio, value $6,897,575.

    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 141,137 shares
    Change vs previous 13F +42 shares

    1.26% of the 13F portfolio, value $6,706,808.

    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 141,095 shares
    Change vs previous 13F +9,739 shares

    1.23% of the 13F portfolio, value $6,614,543.

    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 131,356 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $6,270,912.

    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).