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Disclosery

Heritage Investment Group, Inc.: IVV position timeline

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

Heritage Investment Group, Inc. held 109,155 IVV 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 109,155 shares
    Change vs previous 13F +1,748 shares

    10.98% of the 13F portfolio, value $81,745,037.

    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 107,407 shares
    Change vs previous 13F -3,743 shares

    10.62% of the 13F portfolio, value $70,159,145.

    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 111,150 shares
    Change vs previous 13F +2,610 shares

    11.59% of the 13F portfolio, value $76,130,805.

    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 108,540 shares
    Change vs previous 13F +1,373 shares

    11.63% of the 13F portfolio, value $72,645,500.

    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 107,167 shares
    Change vs previous 13F -6,740 shares

    11.47% of the 13F portfolio, value $66,540,111.

    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 113,907 shares
    Change vs previous 13F +4,113 shares

    12.03% of the 13F portfolio, value $64,004,087.

    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 109,794 shares
    Change vs previous 13F +4,046 shares

    12.06% of the 13F portfolio, value $64,633,634.

    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 105,748 shares
    Change vs previous 13F not available

    11.6% of the 13F portfolio, value $60,997,661.

    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).