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Disclosery

Daviman Financial, LLC: HEFA position timeline

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

Daviman Financial, LLC held 11,512 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,512 shares
    Change vs previous 13F -13 shares

    0.3% of the 13F portfolio, value $540,201.

    13F-HR 0002072075-26-000024 filed by Daviman Financial, 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 11,525 shares
    Change vs previous 13F -2,971 shares

    0.29% of the 13F portfolio, value $489,755.

    13F-HR 0002072075-26-000005 filed by Daviman Financial, 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 14,496 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $599,555.

    13F-HR 0002072075-26-000001 filed by Daviman Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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