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Disclosery

Demars Financial Group, LLC: HEFA position timeline

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

Demars Financial Group, LLC held 5,734 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 5,734 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $269,068.

    13F-HR 0001723115-26-000004 filed by Demars Financial Group, 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 5,734 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $243,666.

    13F-HR 0001723115-26-000003 filed by Demars Financial Group, 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 5,734 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $237,158.

    13F-HR 0001723115-26-000001 filed by Demars Financial Group, 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 5,734 shares
    Change vs previous 13F -245 shares

    0.08% of the 13F portfolio, value $227,124.

    13F-HR 0001723115-25-000007 filed by Demars Financial Group, 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 5,979 shares
    Change vs previous 13F -239,160 shares

    0.09% of the 13F portfolio, value $226,963.

    13F-HR 0001723115-25-000004 filed by Demars Financial Group, 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 245,139 shares
    Change vs previous 13F +10,403 shares

    13F-HR 0001723115-25-000003 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  7. period ended2024-12-31
    13F 234,736 shares
    Change vs previous 13F +56,459 shares

    13F-HR 0001723115-25-000002 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Percent of portfolio not computed: a value is missing or excluded from ratios (H1, H10).

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

  8. period ended2024-09-30
    13F 178,277 shares
    Change vs previous 13F not available

    2.88% of the 13F portfolio, value $6,314,555.

    13F-HR 0001723115-24-000009 filed by Demars Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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