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NEPC LLC: HEFA position timeline

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

NEPC LLC held 204,177 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 204,177 shares
    Change vs previous 13F -36,973 shares

    0.18% of the 13F portfolio, value $9,581,006.

    13F-HR 0000929638-26-003046 filed by NEPC 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 241,150 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $10,247,669.

    13F-HR 0000929638-26-001872 filed by NEPC 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 241,150 shares
    Change vs previous 13F +3,323 shares

    0.21% of the 13F portfolio, value $9,973,964.

    13F-HR 0000929638-26-000646 filed by NEPC 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 237,827 shares
    Change vs previous 13F +36,973 shares

    0.25% of the 13F portfolio, value $9,420,327.

    13F-HR 0000929638-25-004272 filed by NEPC 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/A 200,854 shares
    Change vs previous 13F -119 shares

    0.19% of the 13F portfolio, value $7,624,418.

    13F-HR 0000929638-25-003024 filed by NEPC 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/A 200,973 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $7,293,310.

    13F-HR 0000929638-25-001891 filed by NEPC 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 200,973 shares
    Change vs previous 13F +8,976 shares

    0.19% of the 13F portfolio, value $6,983,812.

    13F-HR 0000929638-25-000743 filed by NEPC 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 191,997 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $6,800,534.

    13F-HR 0000929638-24-003871 filed by NEPC LLC
    Filed (acceptance time not in the bulk data set), ingested

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