Heritage Investment Group, Inc.
Position in TMP — Tompkins Financial Corp
CIK 1876811
POMPANO BEACH, FL
Position in TMP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$343,013
+$56,903 QoQ
Shares Held
3,629
0.0% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#123
of 219 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TMP Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Investment Group, Inc. holds $343,013 across 1 Banks - Regional name. TMP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TMP |
Tompkins Financial Corp
This page
|
3,629 | $343,013 |
All Filings in TMP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,013 | 3,629 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $286,110 | 3,629 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $263,175 | 3,629 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $240,276 | 3,629 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $227,647 | 3,629 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $228,554 | 3,629 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||