Heritage Investment Group, Inc.
All 13F Filings
- Location
- Pompano Beach, FL
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 656,993
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/30/2026 | 127 | 656,993 | 13F-HR | Heritage Investment Group, Inc. |
| Q3 2025 | 10/31/2025 | 113 | 624,530 | 13F-HR | Heritage Investment Group, Inc. |
| Q2 2025 | 7/17/2025 | 110 | 580,094 | 13F-HR | Heritage Investment Group, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 395 K | 60.1% | 21.81 K | 0 | 21.81 K |
| ETFs | 262 K | 39.9% | 10.65 K | 0 | 10.65 K |
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Fund Snapshot
Q4 2025
Latest filed
1/30/2026
Total value ($000)
656,993
Holdings
127
QoQ value change ($000)
32,463
(5.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.