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Gitterman Wealth Management, LLC: HEFA position timeline

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

Gitterman Wealth Management, LLC held 442,646 HEFA shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 442,646 shares
    Change vs previous 13F +1,474 shares

    4.02% of the 13F portfolio, value $17,533,432.

    13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 441,172 shares
    Change vs previous 13F +8,659 shares

    3.9% of the 13F portfolio, value $16,746,904.

    13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 432,513 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $15,695,892.

    13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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