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Cannon Wealth Management Services, LLC: HEFA position timeline

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

Cannon Wealth Management Services, LLC held 9,500 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,500 shares
    Change vs previous 13F -57 shares

    0.24% of the 13F portfolio, value $445,788.

    13F-HR 0001765380-26-000332 filed by Cannon Wealth Management Services, 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 9,557 shares
    Change vs previous 13F -22 shares

    0.27% of the 13F portfolio, value $406,125.

    13F-HR 0001765380-26-000161 filed by Cannon Wealth Management 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 ended2025-12-31
    13F 9,579 shares
    Change vs previous 13F -3,514 shares

    0.28% of the 13F portfolio, value $396,187.

    13F-HR 0001765380-26-000038 filed by Cannon Wealth Management 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 ended2025-09-30
    13F 13,093 shares
    Change vs previous 13F -14 shares

    0.39% of the 13F portfolio, value $518,614.

    13F-HR 0001765380-25-000452 filed by Cannon Wealth Management 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 ended2025-06-30
    13F 13,107 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $497,542.

    13F-HR 0001765380-25-000260 filed by Cannon Wealth Management 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 ended2025-03-31
    13F 13,107 shares
    Change vs previous 13F -546 shares

    0.43% of the 13F portfolio, value $480,372.

    13F-HR 0001765380-25-000195 filed by Cannon Wealth Management 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 ended2024-12-31
    13F 13,653 shares
    Change vs previous 13F -130 shares

    0.42% of the 13F portfolio, value $492,327.

    13F-HR 0001765380-25-000035 filed by Cannon Wealth Management 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 ended2024-09-30
    13F 13,783 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $488,194.

    13F-HR 0001765380-24-000428 filed by Cannon Wealth Management Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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