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HERITAGE INVESTORS MANAGEMENT CORP: T position timeline

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

HERITAGE INVESTORS MANAGEMENT CORP held 692,633 T 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 692,633 shares
    Change vs previous 13F +8,447 shares

    0.4% of the 13F portfolio, value $14,338,000.

    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 684,186 shares
    Change vs previous 13F -15,588 shares

    0.6% of the 13F portfolio, value $19,835,000.

    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 699,774 shares
    Change vs previous 13F +51,218 shares

    0.51% of the 13F portfolio, value $17,382,000.

    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 648,556 shares
    Change vs previous 13F -2,849 shares

    0.55% of the 13F portfolio, value $18,315,000.

    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 651,405 shares
    Change vs previous 13F -11,660 shares

    0.6% of the 13F portfolio, value $18,852,000.

    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 663,065 shares
    Change vs previous 13F -7,173 shares

    0.64% of the 13F portfolio, value $18,751,000.

    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 670,238 shares
    Change vs previous 13F -9,790 shares

    0.49% of the 13F portfolio, value $15,261,000.

    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 680,028 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $14,961,000.

    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).