Skip to content
Disclosery

FIRST CITIZENS BANK & TRUST CO: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST CITIZENS BANK & TRUST CO on HEFA, newest first. How the timeline and the estimate are built.

FIRST CITIZENS BANK & TRUST CO held 15,893 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 15,893 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $737,276.

    13F-HR 0001092203-26-000006 filed by FIRST CITIZENS BANK & TRUST CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 15,893 shares
    Change vs previous 13F -2,463 shares

    0.01% of the 13F portfolio, value $745,779.

    13F-HR 0001092203-26-000003 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 18,356 shares
    Change vs previous 13F -507 shares

    0.02% of the 13F portfolio, value $780,038.

    13F-HR 0001092203-26-000002 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 18,863 shares
    Change vs previous 13F -471 shares

    0.02% of the 13F portfolio, value $780,173.

    13F-HR 0001092203-26-000001 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 19,334 shares
    Change vs previous 13F -5,765 shares

    0.02% of the 13F portfolio, value $765,819.

    13F-HR 0001092203-25-000007 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 25,099 shares
    Change vs previous 13F -1,900 shares

    0.02% of the 13F portfolio, value $952,758.

    13F-HR 0001092203-25-000004 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 26,999 shares
    Change vs previous 13F -100 shares

    0.02% of the 13F portfolio, value $979,793.

    13F-HR 0001092203-25-000003 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 27,099 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $941,690.

    13F-HR 0001092203-25-000002 filed by FIRST CITIZENS BANK & TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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