Heritage Investment Group, Inc.

Business address
2480 N.E. 23 Rd Street, Pompano Beach, FL, 33062
Top securities (13F)
DFAC, IVV, SUB, REET, DFUV, VTEB, DFUS, DFAS, DFAU, IWB, DFEM, DFIC, IJR, IDEV, DCOR, VTWO, DFSD, VT, DFCF, and SPY
State of incorporation
FL
Fiscal year end
31 December
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Heritage Investment Group, Inc. has filed 18 SEC EDGAR filings since 09 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 31 Oct 2025 30 Sep 2025 028-21705
N-PX Open Document Open Filing 26 Aug 2025 30 Jun 2025 028-21705
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-21705
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-21705
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-21705
13F-HR Open Document Open Filing 06 Nov 2024 30 Sep 2024 028-21705
N-PX Open Document Open Filing 23 Jul 2024 30 Jun 2024 028-21705
13F-HR Open Document Open Filing 22 Jul 2024 30 Jun 2024 028-21705
13F-HR Open Document Open Filing 02 May 2024 31 Mar 2024 028-21705
13F-HR Open Document Open Filing 01 Feb 2024 31 Dec 2023 028-21705
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-21705
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-21705
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-21705
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-21705
13F-HR Open Document Open Filing 07 Nov 2022 30 Sep 2022 028-21705
13F-HR Open Document Open Filing 02 Aug 2022 30 Jun 2022 028-21705
13F-HR Open Document Open Filing 03 May 2022 31 Mar 2022 028-21705
13F-HR Open Document Open Filing 09 Feb 2022 31 Dec 2021 028-21705