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Disclosery

Heritage Investment Group, Inc.: V position timeline

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

Heritage Investment Group, Inc. held 1,199 V 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 1,199 shares
    Change vs previous 13F -175 shares

    0.06% of the 13F portfolio, value $411,402.

    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 1,374 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $415,310.

    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 1,376 shares
    Change vs previous 13F -159 shares

    0.07% of the 13F portfolio, value $482,615.

    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 1,535 shares
    Change vs previous 13F +195 shares

    0.08% of the 13F portfolio, value $524,055.

    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 1,340 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $475,805.

    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 1,340 shares
    Change vs previous 13F +150 shares

    0.09% of the 13F portfolio, value $469,654.

    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 1,190 shares
    Change vs previous 13F -28 shares

    0.07% of the 13F portfolio, value $376,106.

    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 1,218 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $334,889.

    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).