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DecisionMap Wealth Management, LLC: HEFA position timeline

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

DecisionMap Wealth Management, LLC held 114,012 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,012 shares
    Change vs previous 13F +4,117 shares

    2.99% of the 13F portfolio, value $5,350,014.

    13F-HR 0002001526-26-000004 filed by DecisionMap Wealth Management, 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 109,895 shares
    Change vs previous 13F -3,379 shares

    3.02% of the 13F portfolio, value $4,669,989.

    13F-HR 0002001526-26-000003 filed by DecisionMap Wealth Management, 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 113,274 shares
    Change vs previous 13F -4,680 shares

    2.89% of the 13F portfolio, value $4,685,013.

    13F-HR 0002001526-26-000001 filed by DecisionMap Wealth Management, 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 117,954 shares
    Change vs previous 13F +1,672 shares

    3% of the 13F portfolio, value $4,672,158.

    13F-HR 0002001526-25-000011 filed by DecisionMap Wealth Management, 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 116,282 shares
    Change vs previous 13F +1,704 shares

    3.03% of the 13F portfolio, value $4,414,065.

    13F-HR 0002001526-25-000008 filed by DecisionMap Wealth Management, 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 114,578 shares
    Change vs previous 13F -148 shares

    3.16% of the 13F portfolio, value $4,158,036.

    13F-HR 0002001526-25-000005 filed by DecisionMap Wealth Management, 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 114,726 shares
    Change vs previous 13F not available

    3.16% of the 13F portfolio, value $3,986,729.

    13F-HR 0002001526-25-000003 filed by DecisionMap Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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