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Disclosery

Jordan Park Group LLC: HEFA position timeline

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

Jordan Park Group LLC held 980,903 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 980,903 shares
    Change vs previous 13F -14,485 shares

    2.33% of the 13F portfolio, value $46,028,873.

    13F-HR 0001707975-26-000008 filed by Jordan Park Group 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 995,388 shares
    Change vs previous 13F -11,245 shares

    2.25% of the 13F portfolio, value $42,290,425.

    13F-HR 0001707975-26-000005 filed by Jordan Park Group 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 1,006,633 shares
    Change vs previous 13F -37,763 shares

    2.41% of the 13F portfolio, value $41,634,341.

    13F-HR 0001707975-26-000002 filed by Jordan Park Group 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 1,044,396 shares
    Change vs previous 13F +255,233 shares

    2.36% of the 13F portfolio, value $41,368,526.

    13F-HR 0001707975-25-000010 filed by Jordan Park Group 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 789,163 shares
    Change vs previous 13F -252,827 shares

    1.94% of the 13F portfolio, value $29,956,627.

    13F-HR 0001707975-25-000007 filed by Jordan Park Group 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 1,041,990 shares
    Change vs previous 13F -109,548 shares

    2.75% of the 13F portfolio, value $37,813,817.

    13F-HR 0001707975-25-000005 filed by Jordan Park Group 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 1,151,538 shares
    Change vs previous 13F +86,958 shares

    2.96% of the 13F portfolio, value $40,015,946.

    13F-HR 0001707975-25-000002 filed by Jordan Park Group 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 1,064,580 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $37,707,424.

    13F-HR 0001689646-24-000007 filed by Jordan Park Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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