Heritage Investment Group, Inc.
Position in OTF — Blue Owl Technology Finance Corp.
CIK 1876811
POMPANO BEACH, FL
Position in OTF
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$112,763
New position
Shares Held
10,895
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#177
of 192 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Asset Management
Financial Services · as of Jun 30, 2026Heritage Investment Group, Inc. holds $370,127 across 2 Asset Management names. OTF ranks #2 (30.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMP |
Ameriprise Financial Inc
|
561 | $257,364 | |
| 2 | OTF |
Blue Owl Technology Finance Corp.
This page
|
10,895 | $112,763 |
All Filings in OTF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $112,763 | 10,895 | Shares | Sole | 2026-07-29 | |
| No filing history on record for this holder in this stock. | ||||||