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LexAurum Advisors, LLC: HEFA position timeline

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

LexAurum Advisors, LLC held 22,140 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,140 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,038,937.

    13F-HR 0001729677-26-000010 filed by LexAurum Advisors, 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 22,140 shares
    Change vs previous 13F -3,366 shares

    0.12% of the 13F portfolio, value $940,855.

    13F-HR 0001729677-26-000005 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 25,506 shares
    Change vs previous 13F -3,507 shares

    0.14% of the 13F portfolio, value $1,010,311.

    13F-HR 0001729677-25-000010 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 29,013 shares
    Change vs previous 13F -1,306 shares

    0.17% of the 13F portfolio, value $1,101,341.

    13F-HR 0001085146-25-003938 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 30,319 shares
    Change vs previous 13F +1,511 shares

    0.21% of the 13F portfolio, value $1,100,286.

    13F-HR 0001085146-25-002076 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 28,808 shares
    Change vs previous 13F -2,272 shares

    0.2% of the 13F portfolio, value $1,001,087.

    13F-HR 0001085146-25-000345 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 31,080 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,100,843.

    13F-HR 0001085146-24-004967 filed by LexAurum Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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