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Disclosery

Disciplined Investors, L.L.C.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Disciplined Investors, L.L.C. on HEFA, newest first. How the timeline and the estimate are built.

Disciplined Investors, L.L.C. held 40,984 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,984 shares
    Change vs previous 13F +809 shares

    0.96% of the 13F portfolio, value $1,923,167.

    13F-HR 0001951757-26-001221 filed by Disciplined Investors, L.L.C.
    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 40,175 shares
    Change vs previous 13F -230 shares

    1.02% of the 13F portfolio, value $1,707,230.

    13F-HR 0001951757-26-000828 filed by Disciplined Investors, L.L.C.
    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 40,405 shares
    Change vs previous 13F +237 shares

    1.1% of the 13F portfolio, value $1,671,149.

    13F-HR 0001951757-26-000409 filed by Disciplined Investors, L.L.C.
    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 40,168 shares
    Change vs previous 13F +93 shares

    1.13% of the 13F portfolio, value $1,591,068.

    13F-HR 0001951757-25-001434 filed by Disciplined Investors, L.L.C.
    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 40,075 shares
    Change vs previous 13F +1,716 shares

    1.19% of the 13F portfolio, value $1,521,253.

    13F-HR 0001951757-25-001042 filed by Disciplined Investors, L.L.C.
    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 38,359 shares
    Change vs previous 13F +5,583 shares

    1.26% of the 13F portfolio, value $1,392,054.

    13F-HR 0001951757-25-000535 filed by Disciplined Investors, L.L.C.
    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 32,776 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $1,142,577.

    13F-HR 0001951757-25-000247 filed by Disciplined Investors, L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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