Heritage Investment Group, Inc. quarter change: USA SPAC Units, Sold out
In units (a share and a warrant or right, mostly SPACs) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Heritage Investment Group, Inc. opened 0 positions, added to 0, reduced 0, sold out of 0 and left 0 unchanged.
Two Form 13F-HR filings compared (SEC CIK 1876811): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-07-29). 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; share change is the position change.
No position of this class changed this way between the two filings.
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 |