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Disclosery

HFR Wealth Management, LLC: STE position timeline

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

HFR Wealth Management, LLC held 39,135 STE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,135 shares
    Change vs previous 13F -1,281 shares

    2.01% of the 13F portfolio, value $8,240,657.

    13F-HR 0001877822-26-000006 filed by HFR 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 ended2026-03-31
    13F 40,416 shares
    Change vs previous 13F -874 shares

    2.19% of the 13F portfolio, value $8,937,190.

    13F-HR 0001877822-26-000004 filed by HFR 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 ended2025-12-31
    13F 41,290 shares
    Change vs previous 13F +59 shares

    2.47% of the 13F portfolio, value $10,467,841.

    13F-HR 0001877822-26-000002 filed by HFR Wealth Management, 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 41,231 shares
    Change vs previous 13F +110 shares

    2.34% of the 13F portfolio, value $10,202,199.

    13F-HR 0001877822-25-000011 filed by HFR Wealth Management, 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 41,121 shares
    Change vs previous 13F +531 shares

    2.39% of the 13F portfolio, value $9,878,087.

    13F-HR 0001877822-25-000006 filed by HFR Wealth Management, 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 40,590 shares
    Change vs previous 13F +156 shares

    2.24% of the 13F portfolio, value $9,199,724.

    13F-HR 0001877822-25-000004 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 40,434 shares
    Change vs previous 13F +5 shares

    2.05% of the 13F portfolio, value $8,311,613.

    13F-HR 0001877822-25-000002 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 40,429 shares
    Change vs previous 13F not available

    2.38% of the 13F portfolio, value $9,805,650.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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