Heritage Group

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Heritage Group
CIK #0001320002, 0001706028, 0001493491, 0001876811, 0001350750
Sector Form 13F Holdings Value ($M)
Microsoft Corp 52.7
Apple Inc 45.1
Johnson & Johnson 26.3
J P Morgan Chase & Co 19.5
Alphabet Inc 17.0
AbbVie Inc 16.5
Oracle Corp 16.2
Wal Mart Stores Inc 14.7
Qualcomm Inc/DE 13.5
VISA Inc 12.6
View All
Holdings by Sector ($M)
90072054036018002017202020232026
EDGAR Form CIK 2011 - 2025
SC 13G [0001320002]
4 [0001350750]
SC 13D [0001350750]
10-K [0001493491]
10-Q [0001493491]
3 [0001493491]
4 [0001493491]
8-K [0001493491]
SC 13G [0001493491]
13F-HR [0001706028]
13F-HR [0001876811]
Form 13D/13G Filer Form 13D/13G Subject Filed
Heritage Group Calumet Inc /DE [2024-07-11]
Brown Trout Management LLC Heritage Financial Group Inc [2015-02-23]
EJF Capital LLC Heritage Financial Group Inc [2014-05-30]
Clover Partners LP Heritage Financial Group Inc [2014-02-18]
Banc Funds Co LLC Heritage Financial Group [2014-02-18]
Endeavour Capital Advisors Inc Heritage Financial Group Inc [2014-02-14]
Heritage Financial Group Inc Heritage Financial Group Inc [2013-02-08]
Form 3/4/5 Subject 2011 - 2025
Heritage Group
Calumet, Inc. /DE
Lehr Antone D
Heritage Financial Group Inc
Stanley J Lee
Durland David A
Schmitt Brian D
Dorminey O Leonard
Slappey Carol W
Fountain T Heath
Burger Joseph C Jr
McGinley Douglas J
Smith O Mitchell
Land James K
Heritage-Crystal Clean, Inc.
Sharpe Fred F
Jacobs Asset Management LLC
Jacobs SY
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