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Disclosery

Heritage Investment Group, Inc.: VTWO position timeline

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

Heritage Investment Group, Inc. held 84,809 VTWO 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 84,809 shares
    Change vs previous 13F -2,956 shares

    1.38% of the 13F portfolio, value $10,297,482.

    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 87,765 shares
    Change vs previous 13F +3,309 shares

    1.33% of the 13F portfolio, value $8,791,413.

    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 84,456 shares
    Change vs previous 13F -663 shares

    1.28% of the 13F portfolio, value $8,405,016.

    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 85,119 shares
    Change vs previous 13F -1,576 shares

    1.33% of the 13F portfolio, value $8,326,321.

    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 86,695 shares
    Change vs previous 13F +49,748 shares

    1.3% of the 13F portfolio, value $7,561,554.

    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 36,947 shares
    Change vs previous 13F -498 shares

    0.56% of the 13F portfolio, value $2,979,758.

    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 37,445 shares
    Change vs previous 13F +3,268 shares

    0.62% of the 13F portfolio, value $3,344,943.

    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 34,177 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $3,054,038.

    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).