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Disclosery

Clear Creek Financial Management, LLC: HEEM position timeline

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

Clear Creek Financial Management, LLC held 0 HEEM shares at 2025-06-30 per its 13F-HR filed 2025-07-23.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -9,866 shares

    13F-HR 0001085146-25-004080 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 9,866 shares
    Change vs previous 13F -200 shares

    0.03% of the 13F portfolio, value $277,034.

    13F-HR 0001085146-25-002379 filed by Clear Creek Financial 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 ended2024-12-31
    13F 10,066 shares
    Change vs previous 13F -1,373 shares

    0.03% of the 13F portfolio, value $272,049.

    13F-HR 0001085146-25-000456 filed by Clear Creek Financial 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 ended2024-09-30
    13F 11,439 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $325,089.

    13F-HR 0001085146-24-005207 filed by Clear Creek Financial Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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