Skip to content
Disclosery

Heritage Investment Group, Inc.: VTI position timeline

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

Heritage Investment Group, Inc. held 4,068 VTI 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 4,068 shares
    Change vs previous 13F -159 shares

    0.2% of the 13F portfolio, value $1,505,328.

    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 4,227 shares
    Change vs previous 13F -266 shares

    0.21% of the 13F portfolio, value $1,356,063.

    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 4,493 shares
    Change vs previous 13F -373 shares

    0.23% of the 13F portfolio, value $1,506,361.

    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 4,866 shares
    Change vs previous 13F +135 shares

    0.26% of the 13F portfolio, value $1,596,858.

    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 4,731 shares
    Change vs previous 13F -76 shares

    0.25% of the 13F portfolio, value $1,437,871.

    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 4,807 shares
    Change vs previous 13F +45 shares

    0.25% of the 13F portfolio, value $1,321,136.

    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 4,762 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,380,048.

    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 4,762 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,348,371.

    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).