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Disclosery

Csenge Advisory Group: HEFA position timeline

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

Csenge Advisory Group held 358,335 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 358,335 shares
    Change vs previous 13F +4,702 shares

    0.68% of the 13F portfolio, value $16,814,869.

    13F-HR 0001715593-26-000003 filed by Csenge Advisory Group
    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 353,633 shares
    Change vs previous 13F -22,039 shares

    0.69% of the 13F portfolio, value $15,027,641.

    13F-HR 0001715593-26-000002 filed by Csenge Advisory Group
    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 375,672 shares
    Change vs previous 13F +70,738 shares

    0.7% of the 13F portfolio, value $15,537,776.

    13F-HR 0001715593-26-000001 filed by Csenge Advisory Group
    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 304,934 shares
    Change vs previous 13F -1,540 shares

    0.58% of the 13F portfolio, value $12,078,420.

    13F-HR 0001715593-25-000005 filed by Csenge Advisory Group
    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 306,474 shares
    Change vs previous 13F -18,300 shares

    0.61% of the 13F portfolio, value $11,575,523.

    13F-HR 0001085146-25-004565 filed by Csenge Advisory Group
    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 324,774 shares
    Change vs previous 13F +16,471 shares

    0.63% of the 13F portfolio, value $11,168,974.

    13F-HR 0001085146-25-002596 filed by Csenge Advisory Group
    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 308,303 shares
    Change vs previous 13F -312,643 shares

    0.58% of the 13F portfolio, value $10,713,528.

    13F-HR 0001085146-25-000645 filed by Csenge Advisory Group
    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 620,946 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $22,155,351.

    13F-HR 0001715593-24-000005 filed by Csenge Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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