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GC Wealth Management RIA, LLC: HEFA position timeline

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

GC Wealth Management RIA, LLC held 8,719 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,719 shares
    Change vs previous 13F -179 shares

    0.02% of the 13F portfolio, value $409,139.

    13F-HR 0001172661-26-002644 filed by GC Wealth Management RIA, 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 8,898 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $378,121.

    13F-HR 0001172661-26-001946 filed by GC Wealth Management RIA, LLC
    Filed (acceptance time not in the bulk data set), ingested

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