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Bigelow Investment Advisors, LLC: HEFA position timeline

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

Bigelow Investment Advisors, LLC held 194,008 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 194,008 shares
    Change vs previous 13F +23,052 shares

    3.21% of the 13F portfolio, value $9,000,020.

    13F-HR 0002085853-26-001150 filed by Bigelow Investment Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 170,956 shares
    Change vs previous 13F +30,826 shares

    2.9% of the 13F portfolio, value $8,022,099.

    13F-HR 0002085853-26-000916 filed by Bigelow Investment Advisors, 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 140,130 shares
    Change vs previous 13F +22,845 shares

    2.38% of the 13F portfolio, value $5,954,814.

    13F-HR 0002085853-26-000468 filed by Bigelow Investment Advisors, 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 117,285 shares
    Change vs previous 13F +14,834 shares

    1.89% of the 13F portfolio, value $4,850,897.

    13F-HR 0002085853-26-000130 filed by Bigelow Investment Advisors, 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 102,451 shares
    Change vs previous 13F +19,969 shares

    1.64% of the 13F portfolio, value $4,058,070.

    13F-HR 0002085853-25-000138 filed by Bigelow Investment Advisors, 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 82,482 shares
    Change vs previous 13F +14,458 shares

    1.38% of the 13F portfolio, value $3,131,009.

    13F-HR 0001667731-25-000767 filed by Bigelow Investment Advisors, 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 68,024 shares
    Change vs previous 13F +101 shares

    1.17% of the 13F portfolio, value $2,468,584.

    13F-HR 0001667731-25-000457 filed by Bigelow Investment Advisors, 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 67,923 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,360,317.

    13F-HR 0001667731-25-000196 filed by Bigelow Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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