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Disclosery

MAI Capital Management: HEFA position timeline

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

MAI Capital Management held 78,349 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 78,349 shares
    Change vs previous 13F -879 shares

    0.01% of the 13F portfolio, value $3,676,536.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 79,228 shares
    Change vs previous 13F +2,733 shares

    0.02% of the 13F portfolio, value $3,366,815.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 76,495 shares
    Change vs previous 13F +1,440 shares

    0.02% of the 13F portfolio, value $3,163,827.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 75,055 shares
    Change vs previous 13F +7,693 shares

    0.02% of the 13F portfolio, value $2,972,944.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 67,362 shares
    Change vs previous 13F +3,604 shares

    0.02% of the 13F portfolio, value $2,557,055.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 63,758 shares
    Change vs previous 13F +226 shares

    0.02% of the 13F portfolio, value $2,313,772.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 63,532 shares
    Change vs previous 13F +1,897 shares

    0.02% of the 13F portfolio, value $2,207,732.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 61,635 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,183,103.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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