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HERITAGE INVESTORS MANAGEMENT CORP: SYF position timeline

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

HERITAGE INVESTORS MANAGEMENT CORP held 390,079 SYF 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 390,079 shares
    Change vs previous 13F -22,101 shares

    0.82% of the 13F portfolio, value $29,666,000.

    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 412,180 shares
    Change vs previous 13F -5,699 shares

    0.85% of the 13F portfolio, value $28,036,000.

    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 417,879 shares
    Change vs previous 13F -7,178 shares

    1.02% of the 13F portfolio, value $34,864,000.

    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 425,057 shares
    Change vs previous 13F -28,241 shares

    0.9% of the 13F portfolio, value $30,200,000.

    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 453,298 shares
    Change vs previous 13F -7,196 shares

    0.96% of the 13F portfolio, value $30,253,000.

    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 460,494 shares
    Change vs previous 13F -6,771 shares

    0.84% of the 13F portfolio, value $24,379,000.

    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 467,265 shares
    Change vs previous 13F -12,535 shares

    0.98% of the 13F portfolio, value $30,372,000.

    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 479,800 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $23,932,000.

    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).