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Disclosery

Heritage Investment Group, Inc.: SPY position timeline

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

Heritage Investment Group, Inc. held 8,158 SPY 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 8,158 shares
    Change vs previous 13F -1,435 shares

    0.82% of the 13F portfolio, value $6,092,339.

    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 9,593 shares
    Change vs previous 13F +2,036 shares

    0.94% of the 13F portfolio, value $6,238,716.

    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 7,557 shares
    Change vs previous 13F -30 shares

    0.78% of the 13F portfolio, value $5,153,274.

    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 7,587 shares
    Change vs previous 13F -6 shares

    0.81% of the 13F portfolio, value $5,054,312.

    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 7,593 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $4,691,340.

    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 7,593 shares
    Change vs previous 13F +588 shares

    0.8% of the 13F portfolio, value $4,247,452.

    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 7,005 shares
    Change vs previous 13F +2 shares

    0.77% of the 13F portfolio, value $4,105,495.

    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 7,003 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $4,018,210.

    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).