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Mutual Advisors, LLC: HEFA position timeline

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

Mutual Advisors, LLC held 97,472 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 97,472 shares
    Change vs previous 13F +4,783 shares

    0.09% of the 13F portfolio, value $4,573,866.

    13F-HR 0001986152-26-000154 filed by Mutual Advisors, 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 92,689 shares
    Change vs previous 13F -2,991 shares

    0.08% of the 13F portfolio, value $3,938,808.

    13F-HR 0001986152-26-000054 filed by Mutual Advisors, 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 95,680 shares
    Change vs previous 13F -22,090 shares

    0.08% of the 13F portfolio, value $3,957,310.

    13F-HR 0001986152-26-000005 filed by Mutual Advisors, 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 117,770 shares
    Change vs previous 13F -22,968 shares

    0.11% of the 13F portfolio, value $4,809,721.

    13F-HR 0001986152-25-000100 filed by Mutual Advisors, 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 140,738 shares
    Change vs previous 13F +10,992 shares

    0.13% of the 13F portfolio, value $5,394,488.

    13F-HR 0001986152-25-000050 filed by Mutual Advisors, 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 129,746 shares
    Change vs previous 13F -3,230 shares

    0.13% of the 13F portfolio, value $4,646,214.

    13F-HR 0001986152-25-000037 filed by Mutual Advisors, 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 132,976 shares
    Change vs previous 13F +2,662 shares

    0.14% of the 13F portfolio, value $4,688,746.

    13F-HR 0001986152-25-000002 filed by Mutual Advisors, 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 130,314 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $4,583,129.

    13F-HR 0001986152-24-000046 filed by Mutual Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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