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Delta Wealth Advisors LLC: HEFA position timeline

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

Delta Wealth Advisors LLC held 165,636 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 165,636 shares
    Change vs previous 13F +4,264 shares

    5.28% of the 13F portfolio, value $7,683,859.

    13F-HR 0002085853-26-001142 filed by Delta Wealth Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 161,372 shares
    Change vs previous 13F -586 shares

    5.41% of the 13F portfolio, value $7,572,390.

    13F-HR 0002085853-26-000720 filed by Delta Wealth Advisors LLC
    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 161,958 shares
    Change vs previous 13F +18,550 shares

    5.24% of the 13F portfolio, value $6,882,390.

    13F-HR 0002085853-26-000437 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 143,408 shares
    Change vs previous 13F +21,160 shares

    4.97% of the 13F portfolio, value $5,931,335.

    13F-HR 0002085853-26-000119 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 122,248 shares
    Change vs previous 13F +833 shares

    3.79% of the 13F portfolio, value $4,842,253.

    13F-HR 0002085853-25-000120 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 121,415 shares
    Change vs previous 13F -225 shares

    3.86% of the 13F portfolio, value $4,608,918.

    13F-HR 0002085853-25-000065 filed by Delta Wealth Advisors LLC
    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 121,640 shares
    Change vs previous 13F +991 shares

    4.01% of the 13F portfolio, value $4,414,320.

    13F-HR 0002085853-25-000064 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 120,649 shares
    Change vs previous 13F not available

    3.95% of the 13F portfolio, value $4,192,547.

    13F-HR 0002085853-25-000063 filed by Delta Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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