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Disclosery

Heritage Investment Group, Inc.: MGK position timeline

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

Heritage Investment Group, Inc. held 7,313 MGK 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 7,313 shares
    Change vs previous 13F +5,816 shares

    0.09% of the 13F portfolio, value $642,886.

    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 1,497 shares
    Change vs previous 13F -111 shares

    0.08% of the 13F portfolio, value $550,058.

    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 1,608 shares
    Change vs previous 13F +478 shares

    0.1% of the 13F portfolio, value $663,734.

    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 1,130 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $454,735.

    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 1,130 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $413,772.

    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 1,130 shares
    Change vs previous 13F -65 shares

    0.07% of the 13F portfolio, value $349,034.

    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 1,195 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $410,375.

    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 1,195 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $384,730.

    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).