Heritage Investment Group, Inc.

Q4 2022 vs. Q2 2025 13F Holdings

Period
Q4 2022
Q2 2025
Holdings as of
12/31/2022
6/30/2025
Value ($000)
$315,484
$580,094
Num holdings
79
110
Form type
13F-HR
13F-HR
Date filed
2/6/2023
7/17/2025
Shares or Principal Value ($000)
Sym Issuer Name Cl CUSIP Option Type Q4 2022 Q2 2025 Diff Chg % Q4 2022 Q2 2025 Diff Chg %