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Disclosery

Exchange Capital Management, Inc.: HEFA position timeline

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

Exchange Capital Management, Inc. held 325,525 HEFA shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 325,525 shares
    Change vs previous 13F +16,356 shares

    1.84% of the 13F portfolio, value $12,356,924.

    13F-HR 0001104659-25-069257 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 309,169 shares
    Change vs previous 13F +3,230 shares

    1.82% of the 13F portfolio, value $11,219,738.

    13F-HR 0001104659-25-043090 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 305,939 shares
    Change vs previous 13F +2,798 shares

    1.69% of the 13F portfolio, value $10,631,385.

    13F-HR 0001104659-25-009082 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 303,141 shares
    Change vs previous 13F +8,509 shares

    1.71% of the 13F portfolio, value $10,737,242.

    13F-HR 0001104659-24-113302 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 294,632 shares
    Change vs previous 13F +3,794 shares

    1.71% of the 13F portfolio, value $10,475,630.

    13F-HR 0001104659-24-081772 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 290,838 shares
    Change vs previous 13F +14,175 shares

    1.65% of the 13F portfolio, value $10,144,417.

    13F-HR 0001104659-24-048870 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 276,663 shares
    Change vs previous 13F +3,457 shares

    1.56% of the 13F portfolio, value $8,717,640.

    13F-HR 0001104659-24-012024 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 273,206 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $8,223,490.

    13F-HR 0001104659-23-112530 filed by Exchange Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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