Kovack Advisors, Inc.: HEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Kovack Advisors, Inc. on HEFA, newest first. How the timeline and the estimate are built.
Kovack Advisors, Inc. held 0 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 0 sharesChange vs previous 13F -5,383 shares
13F-HR 0001728321-26-000004 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2026-03-3113F 5,383 sharesChange vs previous 13F -121 shares
0.01% of the 13F portfolio, value $231,213.
13F-HR 0001728321-26-000003 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F/A 5,504 sharesChange vs previous 13F +5,504 shares
0.01% of the 13F portfolio, value $227,638.
13F-HR/A 0001728321-26-000002 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -221,976 shares
13F-HR 0001728321-25-000005 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 221,976 sharesChange vs previous 13F -117,026 shares
0.83% of the 13F portfolio, value $8,426,196.
13F-HR 0001085146-25-004483 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 339,002 sharesChange vs previous 13F +339,002 shares
1.3% of the 13F portfolio, value $12,302,370.
13F-HR 0001085146-25-002653 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -282,809 shares
13F-HR 0001085146-25-000776 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 282,809 sharesChange vs previous 13F not available
1.06% of the 13F portfolio, value $10,017,102.
13F-HR 0001085146-24-005367 filed by Kovack Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).