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Disclosery

Heritage Investment Group, Inc.: META position timeline

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

Heritage Investment Group, Inc. held 860 META 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 860 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $484,565.

    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 857 shares
    Change vs previous 13F -158 shares

    0.07% of the 13F portfolio, value $490,453.

    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 1,015 shares
    Change vs previous 13F +55 shares

    0.1% of the 13F portfolio, value $670,150.

    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 960 shares
    Change vs previous 13F +75 shares

    0.11% of the 13F portfolio, value $705,181.

    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 885 shares
    Change vs previous 13F +200 shares

    0.11% of the 13F portfolio, value $653,387.

    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 685 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $394,945.

    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 685 shares
    Change vs previous 13F -7 shares

    0.07% of the 13F portfolio, value $401,215.

    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 692 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $396,198.

    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).