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BOK Financial Private Wealth, Inc.: HEFA position timeline

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

BOK Financial Private Wealth, Inc. held 43,943 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,943 shares
    Change vs previous 13F -195 shares

    0.11% of the 13F portfolio, value $2,062,026.

    13F-HR 0001317348-26-000003 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 44,138 shares
    Change vs previous 13F -9,285 shares

    0.11% of the 13F portfolio, value $1,875,645.

    13F-HR 0001317348-26-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 53,423 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $2,209,576.

    13F-HR 0001317348-26-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 53,423 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $2,116,086.

    13F-HR 0001317348-25-000007 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 53,423 shares
    Change vs previous 13F -7,486 shares

    0.14% of the 13F portfolio, value $2,027,938.

    13F-HR 0001317348-25-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 60,909 shares
    Change vs previous 13F -3,827 shares

    0.17% of the 13F portfolio, value $2,210,388.

    13F-HR 0001317348-25-000002 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 64,736 shares
    Change vs previous 13F -1,710 shares

    0.16% of the 13F portfolio, value $2,249,576.

    13F-HR 0001317348-25-000001 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 66,446 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,353,518.

    13F-HR 0001317348-24-000004 filed by BOK Financial Private Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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