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CFO4Life Group, LLC: HTRB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CFO4Life Group, LLC on HTRB, newest first. How the timeline and the estimate are built.

CFO4Life Group, LLC held 123,973 HTRB shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 123,973 shares
    Change vs previous 13F -380 shares

    0.56% of the 13F portfolio, value $4,182,218.

    13F-HR 0001765380-26-000360 filed by CFO4Life Group, 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 124,353 shares
    Change vs previous 13F +4,532 shares

    0.64% of the 13F portfolio, value $4,195,684.

    13F-HR 0001765380-26-000199 filed by CFO4Life Group, 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 119,821 shares
    Change vs previous 13F -5,694 shares

    0.58% of the 13F portfolio, value $4,091,895.

    13F-HR 0001765380-26-000075 filed by CFO4Life Group, 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 125,515 shares
    Change vs previous 13F +5,383 shares

    0.63% of the 13F portfolio, value $4,303,914.

    13F-HR 0001765380-25-000451 filed by CFO4Life Group, 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 120,132 shares
    Change vs previous 13F -2,120 shares

    0.64% of the 13F portfolio, value $4,068,857.

    13F-HR 0001765380-25-000315 filed by CFO4Life Group, 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 122,252 shares
    Change vs previous 13F +11,929 shares

    0.7% of the 13F portfolio, value $4,139,448.

    13F-HR 0001765380-25-000154 filed by CFO4Life Group, 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 110,323 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $3,677,070.

    13F-HR 0001765380-25-000070 filed by CFO4Life Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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