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MML INVESTORS SERVICES, LLC: HEFA position timeline

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

MML INVESTORS SERVICES, LLC held 537,596 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 537,596 shares
    Change vs previous 13F -598,017 shares

    0.05% of the 13F portfolio, value $25,226,678.

    13F-HR 0000701059-26-000016 filed by MML INVESTORS SERVICES, 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 1,135,613 shares
    Change vs previous 13F -123,470 shares

    0.13% of the 13F portfolio, value $48,257,857.

    13F-HR 0000701059-26-000012 filed by MML INVESTORS SERVICES, 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 1,259,083 shares
    Change vs previous 13F +101,169 shares

    0.13% of the 13F portfolio, value $52,075,683.

    13F-HR 0000701059-26-000002 filed by MML INVESTORS SERVICES, 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 1,157,914 shares
    Change vs previous 13F -318,058 shares

    0.12% of the 13F portfolio, value $45,864,990.

    13F-HR 0000701059-25-000019 filed by MML INVESTORS SERVICES, 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 1,475,972 shares
    Change vs previous 13F -962,033 shares

    0.16% of the 13F portfolio, value $56,028,000.

    13F-HR 0000701059-25-000016 filed by MML INVESTORS SERVICES, 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 2,438,005 shares
    Change vs previous 13F +1,178,501 shares

    0.29% of the 13F portfolio, value $88,475,000.

    13F-HR 0000701059-25-000010 filed by MML INVESTORS SERVICES, 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 1,259,504 shares
    Change vs previous 13F -141,517 shares

    0.15% of the 13F portfolio, value $43,768,000.

    13F-HR 0000701059-25-000001 filed by MML INVESTORS SERVICES, LLC
    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 1,401,021 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $49,624,000.

    13F-HR 0000701059-24-000015 filed by MML INVESTORS SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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