Heritage Investment Group, Inc.: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Investment Group, Inc. on RTX, newest first. How the timeline and the estimate are built.
Heritage Investment Group, Inc. held 3,693 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,693 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $700,673.
13F-HR 0001876811-26-000008 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,693 sharesChange vs previous 13F 0 shares
0.11% of the 13F portfolio, value $712,380.
13F-HR 0001876811-26-000004 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,693 sharesChange vs previous 13F +132 shares
0.1% of the 13F portfolio, value $677,296.
13F-HR 0001876811-26-000002 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,561 sharesChange vs previous 13F +150 shares
0.1% of the 13F portfolio, value $595,862.
13F-HR 0001876811-25-000006 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,411 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $498,074.
13F-HR 0001876811-25-000004 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,411 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $451,821.
13F-HR 0001876811-25-000002 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,411 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $394,721.
13F-HR 0001876811-25-000001 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,411 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $413,277.
13F-HR 0001876811-24-000006 filed by Heritage Investment Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).