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Disclosery

Hamilton Wealth, LLC: HEFA position timeline

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

Hamilton Wealth, LLC held 4,890 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,890 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $229,463.

    13F-HR 0001760263-26-000005 filed by Hamilton Wealth, 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/A 4,890 shares
    Change vs previous 13F -5,200 shares

    0.04% of the 13F portfolio, value $207,801.

    13F-HR/A 0001760263-26-000004 filed by Hamilton Wealth, 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/A 10,090 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $417,322.

    13F-HR/A 0002073679-26-000041 filed by Hamilton Wealth, 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 10,090 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $399,665.

    13F-HR 0001760263-25-000008 filed by Hamilton Wealth, 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 10,090 shares
    Change vs previous 13F -3,623 shares

    0.09% of the 13F portfolio, value $383,016.

    13F-HR 0001760263-25-000007 filed by Hamilton Wealth, 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 13,713 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $497,645.

    13F-HR 0001760263-25-000006 filed by Hamilton Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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