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Disclosery

Heritage Investment Group, Inc.: IDEV position timeline

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

Heritage Investment Group, Inc. held 162,064 IDEV 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 162,064 shares
    Change vs previous 13F +4,085 shares

    1.94% of the 13F portfolio, value $14,425,356.

    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 157,979 shares
    Change vs previous 13F +4,008 shares

    2% of the 13F portfolio, value $13,202,328.

    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 153,971 shares
    Change vs previous 13F +10,154 shares

    1.93% of the 13F portfolio, value $12,699,551.

    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 143,817 shares
    Change vs previous 13F +6,817 shares

    1.85% of the 13F portfolio, value $11,529,812.

    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 137,000 shares
    Change vs previous 13F +2,237 shares

    1.8% of the 13F portfolio, value $10,417,483.

    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 134,763 shares
    Change vs previous 13F +14,423 shares

    1.75% of the 13F portfolio, value $9,283,856.

    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 120,340 shares
    Change vs previous 13F +14,730 shares

    1.45% of the 13F portfolio, value $7,758,351.

    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 105,610 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $7,480,326.

    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).