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First Horizon Advisors, Inc.: HEFA position timeline

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

First Horizon Advisors, Inc. held 4,586 HEFA shares at 2025-06-30 per its 13F-HR filed 2025-08-06.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 4,586 shares
    Change vs previous 13F -44,702 shares

    <0.01% of the 13F portfolio, value $174,123.

    13F-HR 0001588539-25-000003 filed by First Horizon Advisors, 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 49,288 shares
    Change vs previous 13F +45,053 shares

    0.05% of the 13F portfolio, value $1,788,699.

    13F-HR 0001588539-25-000002 filed by First Horizon Advisors, 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 4,235 shares
    Change vs previous 13F -345 shares

    <0.01% of the 13F portfolio, value $147,202.

    13F-HR 0001588539-25-000001 filed by First Horizon Advisors, 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 4,580 shares
    Change vs previous 13F -38,666 shares

    <0.01% of the 13F portfolio, value $162,268.

    13F-HR 0000036966-24-000096 filed by First Horizon Advisors, 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 43,246 shares
    Change vs previous 13F -12,598 shares

    0.05% of the 13F portfolio, value $1,537,610.

    13F-HR 0000036966-24-000075 filed by First Horizon Advisors, 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 55,844 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,947,838.

    13F-HR 0001588539-24-000002 filed by First Horizon Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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