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Disclosery

Heritage Investment Group, Inc.: WFC position timeline

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

Heritage Investment Group, Inc. held 7,397 WFC 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 7,397 shares
    Change vs previous 13F -242 shares

    0.08% of the 13F portfolio, value $611,288.

    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 7,639 shares
    Change vs previous 13F -270 shares

    0.09% of the 13F portfolio, value $608,141.

    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 7,909 shares
    Change vs previous 13F +789 shares

    0.11% of the 13F portfolio, value $737,119.

    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 7,120 shares
    Change vs previous 13F +915 shares

    0.1% of the 13F portfolio, value $596,798.

    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 6,205 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $497,145.

    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 6,205 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $445,457.

    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 6,205 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $435,839.

    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 6,205 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $350,520.

    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).