Skip to content
Disclosery

Crumly & Associates Inc.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crumly & Associates Inc. on HEFA, newest first. How the timeline and the estimate are built.

Crumly & Associates Inc. held 678,254 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 678,254 shares
    Change vs previous 13F +59,270 shares

    5.59% of the 13F portfolio, value $31,464,203.

    13F-HR 0001759578-26-000008 filed by Crumly & Associates Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 618,984 shares
    Change vs previous 13F +2,318 shares

    5.56% of the 13F portfolio, value $29,045,827.

    13F-HR 0001759578-26-000007 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 616,666 shares
    Change vs previous 13F +161,944 shares

    5.51% of the 13F portfolio, value $26,205,211.

    13F-HR 0001759578-26-000004 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 454,722 shares
    Change vs previous 13F +16,220 shares

    3.95% of the 13F portfolio, value $18,807,289.

    13F-HR 0001759578-26-000002 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 438,502 shares
    Change vs previous 13F +11,082 shares

    3.8% of the 13F portfolio, value $17,369,064.

    13F-HR 0001759578-25-000015 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 427,420 shares
    Change vs previous 13F -10,178 shares

    3.95% of the 13F portfolio, value $16,224,863.

    13F-HR 0001759578-25-000012 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 437,598 shares
    Change vs previous 13F +1,837 shares

    4.38% of the 13F portfolio, value $15,880,431.

    13F-HR 0001759578-25-000008 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 435,761 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $15,142,695.

    13F-HR 0001759578-25-000001 filed by Crumly & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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