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Disclosery

Heritage Investment Group, Inc.: SUB position timeline

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

Heritage Investment Group, Inc. held 551,509 SUB 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 551,509 shares
    Change vs previous 13F +10,499 shares

    7.89% of the 13F portfolio, value $58,719,134.

    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 541,010 shares
    Change vs previous 13F +16,792 shares

    8.72% of the 13F portfolio, value $57,617,541.

    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 524,218 shares
    Change vs previous 13F +31,008 shares

    8.51% of the 13F portfolio, value $55,934,018.

    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 493,210 shares
    Change vs previous 13F +6,718 shares

    8.43% of the 13F portfolio, value $52,664,986.

    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 486,492 shares
    Change vs previous 13F +20,465 shares

    8.92% of the 13F portfolio, value $51,733,605.

    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 466,027 shares
    Change vs previous 13F -726 shares

    9.25% of the 13F portfolio, value $49,212,446.

    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 466,753 shares
    Change vs previous 13F +4,771 shares

    9.19% of the 13F portfolio, value $49,233,157.

    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 461,982 shares
    Change vs previous 13F not available

    9.33% of the 13F portfolio, value $49,057,894.

    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).