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Burns Matteson Capital Management, LLC: HEFA position timeline

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

Burns Matteson Capital Management, LLC held 169,002 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 169,002 shares
    Change vs previous 13F +15,962 shares

    2.52% of the 13F portfolio, value $7,930,404.

    13F-HR 0001894164-26-000005 filed by Burns Matteson Capital Management, LLC
    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 153,040 shares
    Change vs previous 13F +61,892 shares

    2.53% of the 13F portfolio, value $6,503,450.

    13F-HR 0001894164-26-000004 filed by Burns Matteson Capital 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 ended2025-12-31
    13F 91,148 shares
    Change vs previous 13F +2,757 shares

    1.51% of the 13F portfolio, value $3,769,868.

    13F-HR 0001894164-26-000003 filed by Burns Matteson Capital 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 ended2025-09-30
    13F 88,391 shares
    Change vs previous 13F +25,305 shares

    1.47% of the 13F portfolio, value $3,501,183.

    13F-HR 0001894164-25-000009 filed by Burns Matteson Capital 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 ended2025-06-30
    13F 63,086 shares
    Change vs previous 13F +27,164 shares

    1.16% of the 13F portfolio, value $2,394,740.

    13F-HR 0001894164-25-000006 filed by Burns Matteson Capital 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 ended2025-03-31
    13F 35,922 shares
    Change vs previous 13F +3,111 shares

    0.7% of the 13F portfolio, value $1,303,627.

    13F-HR 0001894164-25-000004 filed by Burns Matteson Capital 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 ended2024-12-31
    13F 32,811 shares
    Change vs previous 13F +2,298 shares

    0.64% of the 13F portfolio, value $1,140,196.

    13F-HR 0001894164-25-000001 filed by Burns Matteson Capital 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 ended2024-09-30
    13F 30,513 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $1,080,769.

    13F-HR 0001894164-24-000011 filed by Burns Matteson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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