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Disclosery

NewEdge Advisors, LLC: HEFA position timeline

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

NewEdge Advisors, LLC held 32,548 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,548 shares
    Change vs previous 13F -1,648 shares

    <0.01% of the 13F portfolio, value $1,527,338.

    13F-HR 0001213900-26-088240 filed by NewEdge 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/A 34,196 shares
    Change vs previous 13F -318 shares

    0.01% of the 13F portfolio, value $1,453,129.

    13F-HR/A 0001213900-26-064375 filed by NewEdge 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 34,514 shares
    Change vs previous 13F -10,621 shares

    0.01% of the 13F portfolio, value $1,427,519.

    13F-HR 0001213900-26-017857 filed by NewEdge 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 45,135 shares
    Change vs previous 13F -96,054 shares

    0.01% of the 13F portfolio, value $1,787,795.

    13F-HR 0001213900-25-111189 filed by NewEdge 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 141,189 shares
    Change vs previous 13F -465,038 shares

    0.03% of the 13F portfolio, value $5,359,538.

    13F-HR 0001213900-25-076165 filed by NewEdge 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 606,227 shares
    Change vs previous 13F +483,508 shares

    0.13% of the 13F portfolio, value $21,999,985.

    13F-HR 0001213900-25-043870 filed by NewEdge 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 122,719 shares
    Change vs previous 13F +9,172 shares

    0.03% of the 13F portfolio, value $4,264,508.

    13F-HR 0001213900-25-013610 filed by NewEdge 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 113,547 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $4,021,843.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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