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Disclosery

Heritage Investment Group, Inc.: IJR position timeline

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

Heritage Investment Group, Inc. held 145,479 IJR 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 145,479 shares
    Change vs previous 13F +6,910 shares

    2.9% of the 13F portfolio, value $21,576,056.

    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 138,569 shares
    Change vs previous 13F +5,585 shares

    2.61% of the 13F portfolio, value $17,225,539.

    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 132,984 shares
    Change vs previous 13F +8,293 shares

    2.43% of the 13F portfolio, value $15,982,048.

    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 124,691 shares
    Change vs previous 13F +8,584 shares

    2.37% of the 13F portfolio, value $14,817,046.

    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 116,107 shares
    Change vs previous 13F -24,292 shares

    2.19% of the 13F portfolio, value $12,689,364.

    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 140,399 shares
    Change vs previous 13F +9,304 shares

    2.76% of the 13F portfolio, value $14,681,485.

    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 131,095 shares
    Change vs previous 13F +4,717 shares

    2.82% of the 13F portfolio, value $15,104,761.

    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 126,378 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $14,781,166.

    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).