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HEFFERNAN ADVISORY, INC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HEFFERNAN ADVISORY, INC on DFEM, newest first. How the timeline and the estimate are built.

HEFFERNAN ADVISORY, INC held 79,564 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,564 shares
    Change vs previous 13F +1,861 shares

    2.71% of the 13F portfolio, value $3,233,481.

    13F-HR 0001536230-26-000005 filed by HEFFERNAN ADVISORY, INC
    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 77,703 shares
    Change vs previous 13F +5,164 shares

    2.49% of the 13F portfolio, value $2,684,639.

    13F-HR 0001536230-26-000004 filed by HEFFERNAN ADVISORY, INC
    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 72,539 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $2,399,590.

    13F-HR 0001536230-26-000003 filed by HEFFERNAN ADVISORY, INC
    Filed (acceptance time not in the bulk data set), ingested

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