Heritage Investment Group, Inc.
All 13F Filings
- Location
- Pompano Beach, FL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 744,426
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/29/2026 | 135 | 744,426 | 13F-HR | Heritage Investment Group, Inc. |
| Q1 2026 | 5/1/2026 | 123 | 660,807 | 13F-HR | Heritage Investment Group, Inc. |
| 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. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 57.16 K | 7.7% | 9.733 K | 0 | 9.733 K |
| ETFs | 687.3 K | 92.3% | 73.88 K | 0 | 73.88 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
7/29/2026
Total value ($000)
744,426
Holdings
135
QoQ value change ($000)
83,619
(12.7%)
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.