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CLIENT 1ST ADVISORY GROUP, LLC: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIENT 1ST ADVISORY GROUP, LLC on HEFA, newest first. How the timeline and the estimate are built.

CLIENT 1ST ADVISORY GROUP, LLC held 5,380 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,380 shares
    Change vs previous 13F -51 shares

    0.07% of the 13F portfolio, value $252,457.

    13F-HR 0001802816-26-000003 filed by CLIENT 1ST ADVISORY 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 5,431 shares
    Change vs previous 13F -1,982 shares

    0.07% of the 13F portfolio, value $230,790.

    13F-HR 0001802816-26-000002 filed by CLIENT 1ST ADVISORY 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 7,413 shares
    Change vs previous 13F -987 shares

    0.1% of the 13F portfolio, value $306,602.

    13F-HR 0001802816-26-000001 filed by CLIENT 1ST ADVISORY 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 8,400 shares
    Change vs previous 13F -4,367 shares

    0.11% of the 13F portfolio, value $332,724.

    13F-HR 0001802816-25-000007 filed by CLIENT 1ST ADVISORY 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 12,767 shares
    Change vs previous 13F -1,884 shares

    0.18% of the 13F portfolio, value $484,635.

    13F-HR 0001802816-25-000005 filed by CLIENT 1ST ADVISORY 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 14,651 shares
    Change vs previous 13F -2,083 shares

    0.21% of the 13F portfolio, value $531,685.

    13F-HR 0001802816-25-000003 filed by CLIENT 1ST ADVISORY 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 16,734 shares
    Change vs previous 13F -1,896 shares

    0.22% of the 13F portfolio, value $581,507.

    13F-HR 0000905729-25-000016 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 18,630 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $659,875.

    13F-HR 0000905729-25-000029 filed by CLIENT 1ST ADVISORY GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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