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Disclosery

Lighthouse Wealth Management Inc.: HEFA position timeline

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

Lighthouse Wealth Management Inc. held 342,678 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 342,678 shares
    Change vs previous 13F +1,688 shares

    9.65% of the 13F portfolio, value $15,896,850.

    13F-HR 0002042810-26-000005 filed by Lighthouse Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 340,990 shares
    Change vs previous 13F -3,565 shares

    9.94% of the 13F portfolio, value $16,000,938.

    13F-HR 0002042810-26-000003 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 344,555 shares
    Change vs previous 13F +11,964 shares

    9.95% of the 13F portfolio, value $14,641,849.

    13F-HR 0002042810-26-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 332,591 shares
    Change vs previous 13F +8,096 shares

    9.4% of the 13F portfolio, value $13,755,970.

    13F-HR 0002042810-26-000001 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 324,495 shares
    Change vs previous 13F -8,755 shares

    10.43% of the 13F portfolio, value $12,853,257.

    13F-HR 0002042810-25-000007 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 333,250 shares
    Change vs previous 13F -8,310 shares

    10.95% of the 13F portfolio, value $12,650,167.

    13F-HR 0002042810-25-000006 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 341,560 shares
    Change vs previous 13F +6,336 shares

    11.36% of the 13F portfolio, value $12,395,222.

    13F-HR 0002042810-25-000003 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 335,224 shares
    Change vs previous 13F not available

    10.67% of the 13F portfolio, value $11,649,029.

    13F-HR 0002042810-25-000002 filed by Lighthouse Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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