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Disclosery

MA Private Wealth: HEFA position timeline

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

MA Private Wealth held 20,268 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,268 shares
    Change vs previous 13F -893 shares

    0.14% of the 13F portfolio, value $951,076.

    13F-HR 0001765380-26-000229 filed by MA Private Wealth
    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 21,161 shares
    Change vs previous 13F -1,675 shares

    0.15% of the 13F portfolio, value $899,237.

    13F-HR 0001765380-26-000186 filed by MA Private Wealth
    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 22,836 shares
    Change vs previous 13F -131,108 shares

    0.16% of the 13F portfolio, value $944,497.

    13F-HR 0001765380-26-000061 filed by MA Private Wealth
    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 153,944 shares
    Change vs previous 13F -4,672 shares

    1.03% of the 13F portfolio, value $6,097,722.

    13F-HR 0001765380-25-000437 filed by MA Private Wealth
    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 158,616 shares
    Change vs previous 13F -12,921 shares

    1.08% of the 13F portfolio, value $6,021,063.

    13F-HR 0001765380-25-000263 filed by MA Private Wealth
    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 171,537 shares
    Change vs previous 13F +34,522 shares

    1.17% of the 13F portfolio, value $6,225,078.

    13F-HR 0001765380-25-000158 filed by MA Private Wealth
    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 137,015 shares
    Change vs previous 13F +7,684 shares

    0.89% of the 13F portfolio, value $4,761,271.

    13F-HR 0001765380-25-000012 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 129,331 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,580,904.

    13F-HR 0001765380-24-000399 filed by MA Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

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