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Disclosery

PCA Investment Advisory Services Inc.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PCA Investment Advisory Services Inc. on HEFA, newest first. How the timeline and the estimate are built.

PCA Investment Advisory Services Inc. held 339,998 HEFA shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 339,998 shares
    Change vs previous 13F +17,232 shares

    4.28% of the 13F portfolio, value $15,772,497.

    13F-HR 0001977044-26-000005 filed by PCA Investment Advisory Services Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 322,766 shares
    Change vs previous 13F +26,825 shares

    4.23% of the 13F portfolio, value $15,145,787.

    13F-HR 0001977044-26-000004 filed by PCA Investment Advisory Services Inc.
    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 295,941 shares
    Change vs previous 13F +35,907 shares

    4.2% of the 13F portfolio, value $12,576,007.

    13F-HR 0001977044-26-000002 filed by PCA Investment Advisory Services Inc.
    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 260,034 shares
    Change vs previous 13F +30,003 shares

    3.76% of the 13F portfolio, value $10,755,025.

    13F-HR 0001977044-26-000001 filed by PCA Investment Advisory Services Inc.
    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 230,031 shares
    Change vs previous 13F +25,775 shares

    3.37% of the 13F portfolio, value $9,111,530.

    13F-HR 0001977044-25-000006 filed by PCA Investment Advisory Services Inc.
    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 204,256 shares
    Change vs previous 13F +9,040 shares

    3.27% of the 13F portfolio, value $7,753,566.

    13F-HR 0001977044-25-000003 filed by PCA Investment Advisory Services Inc.
    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 195,216 shares
    Change vs previous 13F +21,040 shares

    3.75% of the 13F portfolio, value $7,084,386.

    13F-HR 0001977044-25-000002 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 174,176 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $6,052,633.

    13F-HR 0001977044-25-000001 filed by PCA Investment Advisory Services Inc.
    Filed (acceptance time not in the bulk data set), ingested

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