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COLDSTREAM CAPITAL MANAGEMENT INC: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COLDSTREAM CAPITAL MANAGEMENT INC on HEFA, newest first. How the timeline and the estimate are built.

COLDSTREAM CAPITAL MANAGEMENT INC held 4,561,052 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,561,052 shares
    Change vs previous 13F -1,367,977 shares

    2.68% of the 13F portfolio, value $214,027,385.

    13F-HR 0001082339-26-000007 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,929,029 shares
    Change vs previous 13F +272,288 shares

    3.1% of the 13F portfolio, value $251,954,111.

    13F-HR 0001082339-26-000005 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,656,741 shares
    Change vs previous 13F +147,435 shares

    3.02% of the 13F portfolio, value $233,962,826.

    13F-HR 0001082339-26-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,509,306 shares
    Change vs previous 13F +114,441 shares

    2.94% of the 13F portfolio, value $218,223,594.

    13F-HR 0001082339-25-000008 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,394,865 shares
    Change vs previous 13F +49,463 shares

    3.35% of the 13F portfolio, value $204,789,068.

    13F-HR 0001082339-25-000006 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,345,402 shares
    Change vs previous 13F +194,250 shares

    4.13% of the 13F portfolio, value $193,984,624.

    13F-HR 0001082339-25-000002 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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 5,151,152 shares
    Change vs previous 13F +341,748 shares

    3.82% of the 13F portfolio, value $179,002,525.

    13F-HR 0001082339-25-000001 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    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/A 4,809,404 shares
    Change vs previous 13F not available

    3.68% of the 13F portfolio, value $170,348,187.

    13F-HR/A 0001082339-24-000009 filed by COLDSTREAM CAPITAL MANAGEMENT INC
    Filed (acceptance time not in the bulk data set), ingested

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