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Disclosery

M Wealth Management, LLC: HEFA position timeline

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

M Wealth Management, LLC held 15,804 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,804 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $741,606.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, 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 15,804 shares
    Change vs previous 13F -600 shares

    0.57% of the 13F portfolio, value $671,594.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, 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 16,404 shares
    Change vs previous 13F +291 shares

    0.59% of the 13F portfolio, value $678,473.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, 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 16,113 shares
    Change vs previous 13F +271 shares

    0.56% of the 13F portfolio, value $638,220.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, 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 15,842 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $601,371.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, 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 15,842 shares
    Change vs previous 13F 0 shares

    0.54% of the 13F portfolio, value $574,914.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, 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 15,842 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $550,517.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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