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Disclosery

Clark Wealth Partners: HEFA position timeline

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

Clark Wealth Partners held 524 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 524 shares
    Change vs previous 13F -125 shares

    0.01% of the 13F portfolio, value $24,589.

    13F-HR 0002107657-26-000007 filed by Clark Wealth Partners
    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 649 shares
    Change vs previous 13F -70,484 shares

    0.02% of the 13F portfolio, value $27,580.

    13F-HR 0002107657-26-000006 filed by Clark Wealth Partners
    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 71,133 shares
    Change vs previous 13F 0 shares

    1.79% of the 13F portfolio, value $2,942,081.

    13F-HR 0002107657-26-000005 filed by Clark Wealth Partners
    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 71,133 shares
    Change vs previous 13F -118,227 shares

    1.79% of the 13F portfolio, value $2,942,081.

    13F-HR 0002107657-26-000004 filed by Clark Wealth Partners
    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 189,360 shares
    Change vs previous 13F -145,902 shares

    4.85% of the 13F portfolio, value $7,188,118.

    13F-HR 0002107657-26-000003 filed by Clark Wealth Partners
    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 335,262 shares
    Change vs previous 13F -11,193 shares

    9.02% of the 13F portfolio, value $12,166,663.

    13F-HR 0002107657-26-000002 filed by Clark Wealth Partners
    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 346,455 shares
    Change vs previous 13F not available

    9.34% of the 13F portfolio, value $12,039,316.

    13F-HR 0002107657-26-000001 filed by Clark Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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