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MTM FINANCIAL GROUP, LLC: HEFA position timeline

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

MTM FINANCIAL GROUP, LLC held 17,434 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 17,434 shares
    Change vs previous 13F -75 shares

    0.35% of the 13F portfolio, value $818,080.

    13F-HR 0002085853-26-000870 filed by MTM FINANCIAL GROUP, 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 17,509 shares
    Change vs previous 13F +284 shares

    0.35% of the 13F portfolio, value $744,036.

    13F-HR 0002085853-26-000642 filed by MTM FINANCIAL GROUP, 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 17,225 shares
    Change vs previous 13F +3,825 shares

    0.34% of the 13F portfolio, value $712,417.

    13F-HR 0002085853-26-000641 filed by MTM FINANCIAL GROUP, 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 13,400 shares
    Change vs previous 13F +5,230 shares

    0.26% of the 13F portfolio, value $530,777.

    13F-HR 0002085853-26-000640 filed by MTM FINANCIAL GROUP, 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 8,170 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $310,133.

    13F-HR 0002085853-26-000639 filed by MTM FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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