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HEFFERNAN ADVISORY, INC: LVHD position timeline

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

HEFFERNAN ADVISORY, INC held 87,418 LVHD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 87,418 shares
    Change vs previous 13F -1,603 shares

    2.43% of the 13F portfolio, value $3,617,427.

    13F-HR 0001536230-26-000006 filed by HEFFERNAN ADVISORY, INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 89,021 shares
    Change vs previous 13F -929 shares

    3.28% of the 13F portfolio, value $3,917,155.

    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).

  3. period ended2026-03-31
    13F 89,950 shares
    Change vs previous 13F +1,493 shares

    3.55% of the 13F portfolio, value $3,828,272.

    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).

  4. period ended2025-12-31
    13F 88,457 shares
    Change vs previous 13F not available

    3.38% of the 13F portfolio, value $3,527,807.

    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).