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HERITAGE INVESTORS MANAGEMENT CORP: SOLV position timeline

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

HERITAGE INVESTORS MANAGEMENT CORP held 5,991 SOLV 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 5,991 shares
    Change vs previous 13F -529 shares

    0.01% of the 13F portfolio, value $462,000.

    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 ended2026-03-31
    13F 6,520 shares
    Change vs previous 13F -37 shares

    0.01% of the 13F portfolio, value $426,000.

    13F-HR 0000937589-26-000002 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).

  3. period ended2025-12-31
    13F 6,557 shares
    Change vs previous 13F -355 shares

    0.02% of the 13F portfolio, value $520,000.

    13F-HR 0000937589-26-000001 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).

  4. period ended2025-09-30
    13F 6,912 shares
    Change vs previous 13F -56 shares

    0.02% of the 13F portfolio, value $505,000.

    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).

  5. period ended2025-06-30
    13F 6,968 shares
    Change vs previous 13F +950 shares

    0.02% of the 13F portfolio, value $528,000.

    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).

  6. period ended2025-03-31
    13F 6,018 shares
    Change vs previous 13F -70 shares

    0.02% of the 13F portfolio, value $458,000.

    13F-HR 0000937589-25-000002 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).

  7. period ended2024-12-31
    13F 6,088 shares
    Change vs previous 13F -75 shares

    0.01% of the 13F portfolio, value $402,000.

    13F-HR 0000937589-25-000001 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).

  8. period ended2024-09-30
    13F 6,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $430,000.

    13F-HR 0000937589-24-000004 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).