New Century Financial Group, LLC: HEFA position timeline

New Century Financial Group, LLC held 0 HEFA shares at 2025-03-31 per its 13F-HR filed 2025-04-16.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -6,437 shares

   13F-HR 0001667731-25-000436 filed by New Century Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-12-31

   13F 6,437 shares

   Change vs previous 13F -40 shares

   0.1% of the 13F portfolio, value $224,394.

   13F-HR 0001667731-25-000045 filed by New Century Financial Group, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

3. period ended2024-09-30

   13F 6,477 shares

   Change vs previous 13F -693 shares

   0.08% of the 13F portfolio, value $229,415.

   13F-HR 0002010693-24-000004 filed by New Century Financial Group, LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

4. period ended2024-06-30

   13F 7,170 shares

   Change vs previous 13F -1,286 shares

   0.11% of the 13F portfolio, value $254,929.

   13F-HR 0002010693-24-000003 filed by New Century Financial Group, LLC
   Filed 2024-08-27 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

5. period ended2024-03-31

   13F 8,456 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $294,945.

   13F-HR 0002010693-24-000002 filed by New Century Financial Group, LLC
   Filed 2024-04-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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