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Disclosery

BURKETT FINANCIAL SERVICES, LLC: HEFA position timeline

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

BURKETT FINANCIAL SERVICES, LLC held 25,613 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 25,613 shares
    Change vs previous 13F -195 shares

    0.36% of the 13F portfolio, value $1,188,199.

    13F-HR 0001762716-26-000006 filed by BURKETT FINANCIAL SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 25,808 shares
    Change vs previous 13F -705 shares

    0.38% of the 13F portfolio, value $1,211,079.

    13F-HR 0001762716-26-000003 filed by BURKETT FINANCIAL SERVICES, 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 26,513 shares
    Change vs previous 13F -901 shares

    0.39% of the 13F portfolio, value $1,126,693.

    13F-HR 0001762716-26-000002 filed by BURKETT FINANCIAL SERVICES, 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 27,414 shares
    Change vs previous 13F -603 shares

    0.39% of the 13F portfolio, value $1,133,866.

    13F-HR 0001762716-26-000001 filed by BURKETT FINANCIAL SERVICES, 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 28,017 shares
    Change vs previous 13F +92 shares

    0.38% of the 13F portfolio, value $1,109,764.

    13F-HR 0001762716-25-000006 filed by BURKETT FINANCIAL SERVICES, 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 27,925 shares
    Change vs previous 13F -1,223 shares

    0.38% of the 13F portfolio, value $1,060,024.

    13F-HR 0001762716-25-000003 filed by BURKETT FINANCIAL SERVICES, 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 29,148 shares
    Change vs previous 13F -636 shares

    0.43% of the 13F portfolio, value $1,057,797.

    13F-HR 0001762716-25-000002 filed by BURKETT FINANCIAL SERVICES, 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 29,784 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,035,004.

    13F-HR 0001762716-25-000001 filed by BURKETT FINANCIAL SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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