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Disclosery

Financial Advisory Group: HEFA position timeline

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

Financial Advisory Group held 97,759 HEFA shares at 2024-03-31 per its 13F-HR filed 2024-05-10.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 97,759 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $3,409,834.

    13F-HR 0001539338-24-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-12-31
    13F 97,759 shares
    Change vs previous 13F -9,091 shares

    0.58% of the 13F portfolio, value $3,080,386.

    13F-HR 0001539338-24-000002 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-09-30
    13F 106,850 shares
    Change vs previous 13F -1,095 shares

    0.66% of the 13F portfolio, value $3,216,185.

    13F-HR 0001539338-23-000009 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-06-30
    13F 107,945 shares
    Change vs previous 13F +18,393 shares

    0.66% of the 13F portfolio, value $3,346,295.

    13F-HR 0001539338-23-000006 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-03-31
    13F 89,552 shares
    Change vs previous 13F -17,758 shares

    0.53% of the 13F portfolio, value $2,639,097.

    13F-HR 0001539338-23-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-12-31
    13F 107,310 shares
    Change vs previous 13F -11,527 shares

    0.61% of the 13F portfolio, value $2,897,000.

    13F-HR 0001539338-23-000001 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-09-30
    13F 118,837 shares
    Change vs previous 13F +42,708 shares

    0.8% of the 13F portfolio, value $3,552,000.

    13F-HR 0001539338-22-000005 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-06-30
    13F 76,129 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,422,000.

    13F-HR 0001539338-22-000004 filed by Financial Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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