Heritage Investment Group, Inc. historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Heritage Investment Group, Inc. opened 0 positions, added to 0, reduced 0 and sold out of 0.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1876811), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-29); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-30); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-17); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-25); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-28); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-06); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-22); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-02). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-12-31.
No position of this class changed this way in the filings compared.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| GLOBEFLEX CAPITAL L P | United States | $0.661B | 387 |
| REGATTA CAPITAL GROUP, LLC | United States | $0.661B | 215 |
| Optas, LLC | United States | $0.661B | 1,034 |
| Freemont Management S.A. | Switzerland | $0.661B | 136 |
| AFFINITY WEALTH MANAGEMENT LLC | United States | $0.661B | 103 |
| Arosa Capital Management LP | United States | $0.660B | 68 |
| United Capital Management of KS, Inc. | United States | $0.660B | 111 |
| Decheng Capital LLC | United States | $0.661B | 14 |
| Triasima Portfolio Management inc. | Canada | $0.661B | 137 |
| Fulcrum Asset Management LLP | United Kingdom | $0.662B | 220 |