Skip to content
Disclosery

Heritage Investment Group, Inc.: DFUS position timeline

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

Heritage Investment Group, Inc. held 502,967 DFUS 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 502,967 shares
    Change vs previous 13F -608 shares

    5.54% of the 13F portfolio, value $41,213,116.

    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 503,575 shares
    Change vs previous 13F -291 shares

    5.4% of the 13F portfolio, value $35,708,503.

    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 503,866 shares
    Change vs previous 13F -995 shares

    5.69% of the 13F portfolio, value $37,371,741.

    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 504,861 shares
    Change vs previous 13F -90 shares

    5.86% of the 13F portfolio, value $36,572,131.

    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 504,951 shares
    Change vs previous 13F -2,508 shares

    5.83% of the 13F portfolio, value $33,841,816.

    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 507,459 shares
    Change vs previous 13F -608 shares

    5.77% of the 13F portfolio, value $30,691,120.

    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 508,067 shares
    Change vs previous 13F -793 shares

    6.05% of the 13F portfolio, value $32,389,271.

    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 508,860 shares
    Change vs previous 13F not available

    6.02% of the 13F portfolio, value $31,651,092.

    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).