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Future Financial Wealth Managment LLC: HEFA position timeline

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

Future Financial Wealth Managment LLC held 59,085 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,085 shares
    Change vs previous 13F -3,558 shares

    1.7% of the 13F portfolio, value $2,720,278.

    13F-HR 0001801892-26-000003 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 62,643 shares
    Change vs previous 13F -50,294 shares

    1.8% of the 13F portfolio, value $2,793,245.

    13F-HR 0001801892-26-000002 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 112,937 shares
    Change vs previous 13F -1,139 shares

    3.21% of the 13F portfolio, value $4,776,099.

    13F-HR 0001801892-26-000001 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 114,076 shares
    Change vs previous 13F +2,292 shares

    2.84% of the 13F portfolio, value $4,518,566.

    13F-HR 0001801892-25-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 111,784 shares
    Change vs previous 13F -4,544 shares

    2.89% of the 13F portfolio, value $4,243,319.

    13F-HR 0001801892-25-000004 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 116,328 shares
    Change vs previous 13F +3,677 shares

    3.1% of the 13F portfolio, value $4,221,541.

    13F-HR 0001801892-25-000002 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 112,651 shares
    Change vs previous 13F +6,333 shares

    2.86% of the 13F portfolio, value $3,914,621.

    13F-HR 0001801892-25-000001 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 106,318 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,765,782.

    13F-HR 0001801892-24-000005 filed by Future Financial Wealth Managment LLC
    Filed (acceptance time not in the bulk data set), ingested

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