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Financial Advisors, LLC: HEFA position timeline

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

Financial Advisors, LLC held 74,218 HEFA shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 74,218 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,939,775.

    13F-HR 0001951757-25-001314 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 74,218 shares
    Change vs previous 13F 0 shares

    0.52% of the 13F portfolio, value $2,817,315.

    13F-HR 0001951757-25-000999 filed by Financial 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 ended2025-03-31
    13F 74,218 shares
    Change vs previous 13F 0 shares

    0.53% of the 13F portfolio, value $2,693,371.

    13F-HR 0001951757-25-000500 filed by Financial 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 ended2024-12-31
    13F 74,218 shares
    Change vs previous 13F -3,183 shares

    0.49% of the 13F portfolio, value $2,579,076.

    13F-HR 0001951757-25-000043 filed by Financial 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 ended2024-09-30
    13F 77,401 shares
    Change vs previous 13F -142 shares

    0.52% of the 13F portfolio, value $2,741,543.

    13F-HR 0001951757-24-001057 filed by Financial 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 ended2024-06-30
    13F 77,543 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,757,041.

    13F-HR 0001951757-24-000513 filed by Financial 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 ended2024-03-31
    13F 77,543 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,704,700.

    13F-HR 0001951757-24-000438 filed by Financial 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 ended2023-12-31
    13F 77,543 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,443,380.

    13F-HR 0001951757-24-000208 filed by Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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