Skip to content
Disclosery

Heritage Investment Group, Inc.: VT position timeline

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

Heritage Investment Group, Inc. held 62,652 VT 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 62,652 shares
    Change vs previous 13F +5,572 shares

    1.32% of the 13F portfolio, value $9,833,295.

    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 57,080 shares
    Change vs previous 13F +2,826 shares

    1.19% of the 13F portfolio, value $7,895,274.

    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 54,254 shares
    Change vs previous 13F +2,705 shares

    1.16% of the 13F portfolio, value $7,653,013.

    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 51,549 shares
    Change vs previous 13F +1,876 shares

    1.14% of the 13F portfolio, value $7,103,478.

    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 49,673 shares
    Change vs previous 13F +2,129 shares

    1.1% of the 13F portfolio, value $6,383,912.

    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 47,544 shares
    Change vs previous 13F +2,618 shares

    1.04% of the 13F portfolio, value $5,512,684.

    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 44,926 shares
    Change vs previous 13F +3,382 shares

    0.99% of the 13F portfolio, value $5,277,913.

    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 41,544 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $4,972,794.

    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).