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Disclosery

HEFFERNAN ADVISORY, INC: MA position timeline

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

HEFFERNAN ADVISORY, INC held 1,094 MA 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 1,094 shares
    Change vs previous 13F +200 shares

    0.47% of the 13F portfolio, value $561,878.

    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 894 shares
    Change vs previous 13F 0 shares

    0.41% of the 13F portfolio, value $446,696.

    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 894 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $510,367.

    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).