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Disclosery

LGT Financial Advisors LLC: HEFA position timeline

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

LGT Financial Advisors LLC held 0 HEFA shares at 2025-12-31 per its 13F-HR filed 2026-02-13.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -551 shares

    13F-HR 0001398344-26-002969 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 551 shares
    Change vs previous 13F -265 shares

    0.05% of the 13F portfolio, value $21,825.

    13F-HR 0001398344-25-021019 filed by LGT Financial 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 ended2025-06-30
    13F 816 shares
    Change vs previous 13F -3,078 shares

    0.08% of the 13F portfolio, value $30,987.

    13F-HR 0001398344-25-014099 filed by LGT Financial 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 ended2025-03-31
    13F 3,894 shares
    Change vs previous 13F +3,273 shares

    0.43% of the 13F portfolio, value $141,314.

    13F-HR 0001398344-25-008971 filed by LGT Financial 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 ended2024-12-31
    13F 621 shares
    Change vs previous 13F +350 shares

    0.05% of the 13F portfolio, value $21,586.

    13F-HR 0001398344-25-002937 filed by LGT Financial 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 ended2024-09-30
    13F 271 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,609.

    13F-HR 0001398344-24-019711 filed by LGT Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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