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Disclosery

Cypress Capital, LLC: HEFA position timeline

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

Cypress Capital, LLC held 93,510 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 93,510 shares
    Change vs previous 13F -693 shares

    1.19% of the 13F portfolio, value $4,387,936.

    13F-HR 0001729939-26-000003 filed by Cypress Capital, 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 94,203 shares
    Change vs previous 13F -973 shares

    1.14% of the 13F portfolio, value $4,003,138.

    13F-HR 0001729939-26-000002 filed by Cypress Capital, 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 95,176 shares
    Change vs previous 13F +1,538 shares

    1.1% of the 13F portfolio, value $3,936,460.

    13F-HR 0001729939-26-000001 filed by Cypress Capital, 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 93,638 shares
    Change vs previous 13F -4,040 shares

    1.06% of the 13F portfolio, value $3,709,010.

    13F-HR 0001729939-25-000006 filed by Cypress Capital, 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 97,678 shares
    Change vs previous 13F -752 shares

    1.08% of the 13F portfolio, value $3,707,859.

    13F-HR 0001729939-25-000003 filed by Cypress Capital, 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 98,430 shares
    Change vs previous 13F -91,509 shares

    1.03% of the 13F portfolio, value $3,572,027.

    13F-HR 0001729939-25-000002 filed by Cypress Capital, 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 189,939 shares
    Change vs previous 13F -10,082 shares

    1.89% of the 13F portfolio, value $6,600,382.

    13F-HR 0001729939-25-000001 filed by Cypress Capital, 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 200,021 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $7,084,747.

    13F-HR 0001729939-24-000008 filed by Cypress Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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