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Disclosery

Heritage Investment Group, Inc.: DFUV position timeline

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

Heritage Investment Group, Inc. held 836,665 DFUV 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 836,665 shares
    Change vs previous 13F -8,811 shares

    6.18% of the 13F portfolio, value $46,024,942.

    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 845,476 shares
    Change vs previous 13F -25,122 shares

    6.2% of the 13F portfolio, value $40,971,767.

    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 870,598 shares
    Change vs previous 13F -49,367 shares

    6.17% of the 13F portfolio, value $40,561,161.

    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 919,965 shares
    Change vs previous 13F -16,390 shares

    6.58% of the 13F portfolio, value $41,113,236.

    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 936,355 shares
    Change vs previous 13F -10,373 shares

    6.82% of the 13F portfolio, value $39,589,089.

    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 946,728 shares
    Change vs previous 13F -24,318 shares

    7.33% of the 13F portfolio, value $39,014,661.

    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 971,046 shares
    Change vs previous 13F -17,792 shares

    7.42% of the 13F portfolio, value $39,735,202.

    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 988,838 shares
    Change vs previous 13F not available

    7.84% of the 13F portfolio, value $41,224,656.

    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).