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Disclosery

HERITAGE INVESTORS MANAGEMENT CORP: AUB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HERITAGE INVESTORS MANAGEMENT CORP on AUB, newest first. How the timeline and the estimate are built.

HERITAGE INVESTORS MANAGEMENT CORP held 5,164 AUB shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,164 shares
    Change vs previous 13F +5,164 shares

    0.01% of the 13F portfolio, value $218,000.

    13F-HR 0000937589-26-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -7,504 shares

    13F-HR 0000937589-25-000006 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-06-30
    13F 7,504 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $235,000.

    13F-HR 0000937589-25-000003 filed by HERITAGE INVESTORS MANAGEMENT CORP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).