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Certus Wealth Management, LLC: HEFA position timeline

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

Certus Wealth Management, LLC held 12,276 HEFA shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 12,276 shares
    Change vs previous 13F +2,394 shares

    0.29% of the 13F portfolio, value $486,252.

    13F-HR 0001765380-25-000447 filed by Certus Wealth 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 ended2025-06-30
    13F 9,882 shares
    Change vs previous 13F -30,926 shares

    0.24% of the 13F portfolio, value $375,121.

    13F-HR 0001765380-25-000265 filed by Certus Wealth 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 ended2025-03-31
    13F 40,808 shares
    Change vs previous 13F +32,466 shares

    1.04% of the 13F portfolio, value $1,533,565.

    13F-HR 0001765380-25-000223 filed by Certus Wealth 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 ended2024-12-31
    13F 8,342 shares
    Change vs previous 13F +2,554 shares

    0.2% of the 13F portfolio, value $306,235.

    13F-HR 0001765380-25-000072 filed by Certus Wealth 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 ended2024-09-30
    13F 5,788 shares
    Change vs previous 13F -27,719 shares

    0.14% of the 13F portfolio, value $205,011.

    13F-HR 0001765380-24-000435 filed by Certus Wealth 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 ended2024-06-30
    13F 33,507 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $1,191,342.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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