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Heritage Investment Group, Inc.: VTEB position timeline

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

Heritage Investment Group, Inc. held 867,367 VTEB 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 867,367 shares
    Change vs previous 13F -897 shares

    5.89% of the 13F portfolio, value $43,871,419.

    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 868,264 shares
    Change vs previous 13F +31,243 shares

    6.56% of the 13F portfolio, value $43,317,674.

    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 837,021 shares
    Change vs previous 13F +19,381 shares

    6.41% of the 13F portfolio, value $42,093,768.

    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 817,640 shares
    Change vs previous 13F +2,780 shares

    6.56% of the 13F portfolio, value $40,939,217.

    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 814,860 shares
    Change vs previous 13F +82,617 shares

    6.89% of the 13F portfolio, value $39,952,569.

    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 732,243 shares
    Change vs previous 13F -5,840 shares

    6.83% of the 13F portfolio, value $36,333,880.

    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 738,083 shares
    Change vs previous 13F +1,606 shares

    6.91% of the 13F portfolio, value $37,000,083.

    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 736,477 shares
    Change vs previous 13F not available

    7.16% of the 13F portfolio, value $37,648,704.

    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).