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Disclosery

Heritage Investment Group, Inc.: IWB position timeline

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

Heritage Investment Group, Inc. held 56,371 IWB 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 56,371 shares
    Change vs previous 13F -1,708 shares

    3.1% of the 13F portfolio, value $23,083,925.

    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 58,079 shares
    Change vs previous 13F +10,103 shares

    3.13% of the 13F portfolio, value $20,708,648.

    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 47,976 shares
    Change vs previous 13F -1,000 shares

    2.73% of the 13F portfolio, value $17,916,157.

    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 48,976 shares
    Change vs previous 13F -657 shares

    2.87% of the 13F portfolio, value $17,899,748.

    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 49,633 shares
    Change vs previous 13F +17,153 shares

    2.91% of the 13F portfolio, value $16,853,878.

    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 32,480 shares
    Change vs previous 13F -1,770 shares

    1.87% of the 13F portfolio, value $9,962,915.

    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 34,250 shares
    Change vs previous 13F +814 shares

    2.06% of the 13F portfolio, value $11,033,980.

    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 33,436 shares
    Change vs previous 13F not available

    2% of the 13F portfolio, value $10,511,944.

    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).