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Advisor Group, Inc.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisor Group, Inc. on HEFA, newest first. How the timeline and the estimate are built.

Advisor Group, Inc. held 191,238 HEFA shares at 2019-12-31 per its 13F-HR filed 2020-02-12.

the latest 13F is the newest step

  1. period ended2019-12-31
    13F 191,238 shares
    Change vs previous 13F -81,760 shares

    0.04% of the 13F portfolio, value $5,838,000.

    13F-HR 0001681115-20-000002 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-09-30
    13F 272,998 shares
    Change vs previous 13F +16,717 shares

    0.06% of the 13F portfolio, value $8,175,000.

    13F-HR 0001681115-19-000015 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2019-06-30
    13F 256,281 shares
    Change vs previous 13F -29,184 shares

    0.06% of the 13F portfolio, value $7,644,000.

    13F-HR 0001681115-19-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2019-03-31
    13F 285,465 shares
    Change vs previous 13F -26,778 shares

    0.07% of the 13F portfolio, value $8,244,000.

    13F-HR 0001681115-19-000003 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-12-31
    13F 312,243 shares
    Change vs previous 13F +5,114 shares

    0.08% of the 13F portfolio, value $8,061,000.

    13F-HR 0001681115-19-000001 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-09-30
    13F 307,129 shares
    Change vs previous 13F +59,366 shares

    0.09% of the 13F portfolio, value $9,197,000.

    13F-HR 0001681115-18-000009 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2018-06-30
    13F 247,763 shares
    Change vs previous 13F -883,317 shares

    0.1% of the 13F portfolio, value $7,336,000.

    13F-HR 0001681115-18-000008 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-03-31
    13F 1,131,080 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $32,486,000.

    13F-HR 0001681115-18-000006 filed by Advisor Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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