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Paradigm, Strategies in Wealth Management, LLC: HEFA position timeline

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

Paradigm, Strategies in Wealth Management, LLC held 312,001 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-16.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 312,001 shares
    Change vs previous 13F -68,964 shares

    9.27% of the 13F portfolio, value $14,473,720.

    13F-HR 0001172661-26-004563 filed by Paradigm, Strategies in Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 380,965 shares
    Change vs previous 13F -15,726 shares

    10.89% of the 13F portfolio, value $17,876,766.

    13F-HR 0001172661-26-002719 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 396,691 shares
    Change vs previous 13F -37,877 shares

    11.44% of the 13F portfolio, value $16,857,369.

    13F-HR 0001172661-26-001615 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 434,568 shares
    Change vs previous 13F +2,933 shares

    11.8% of the 13F portfolio, value $17,973,717.

    13F-HR 0001172661-26-000261 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 431,635 shares
    Change vs previous 13F +2,957 shares

    10.95% of the 13F portfolio, value $17,097,071.

    13F-HR 0001172661-25-004379 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 428,678 shares
    Change vs previous 13F +12,503 shares

    10.65% of the 13F portfolio, value $16,272,617.

    13F-HR 0001172661-25-002852 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 416,175 shares
    Change vs previous 13F not available

    10.18% of the 13F portfolio, value $15,102,991.

    13F-HR 0001172661-25-001600 filed by Paradigm, Strategies in Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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