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ACT WEALTH MANAGEMENT, LLC: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ACT WEALTH MANAGEMENT, LLC on HEFA, newest first. How the timeline and the estimate are built.

ACT WEALTH MANAGEMENT, LLC held 528,691 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 528,691 shares
    Change vs previous 13F +9,629 shares

    7.21% of the 13F portfolio, value $24,525,968.

    13F-HR 0001754960-26-000829 filed by ACT WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 519,062 shares
    Change vs previous 13F +1,368 shares

    7.16% of the 13F portfolio, value $24,356,988.

    13F-HR 0001754960-26-000416 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 517,694 shares
    Change vs previous 13F -2,217 shares

    7.39% of the 13F portfolio, value $21,999,402.

    13F-HR 0001754960-26-000255 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 519,911 shares
    Change vs previous 13F -2,037 shares

    7.03% of the 13F portfolio, value $21,503,514.

    13F-HR 0001754960-26-000076 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 521,948 shares
    Change vs previous 13F +34,521 shares

    7.25% of the 13F portfolio, value $20,674,354.

    13F-HR 0001754960-25-000631 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 487,427 shares
    Change vs previous 13F -5,279 shares

    7.82% of the 13F portfolio, value $18,502,722.

    13F-HR 0001754960-25-000330 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 492,706 shares
    Change vs previous 13F +12,889 shares

    8.09% of the 13F portfolio, value $17,880,294.

    13F-HR 0001754960-25-000172 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 479,817 shares
    Change vs previous 13F not available

    7.79% of the 13F portfolio, value $16,673,635.

    13F-HR 0001754960-25-000040 filed by ACT WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).