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CAPTRUST FINANCIAL ADVISORS: HEFA position timeline

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

CAPTRUST FINANCIAL ADVISORS held 4,920 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,920 shares
    Change vs previous 13F -373 shares

    <0.01% of the 13F portfolio, value $230,871.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 5,293 shares
    Change vs previous 13F -2,482 shares

    <0.01% of the 13F portfolio, value $224,921.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 7,775 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $321,563.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 7,438 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $294,631.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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