Skip to content
Disclosery

Peninsula Wealth, LLC: HEFA position timeline

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

Peninsula Wealth, LLC held 29,241 HEFA shares at 2024-12-31 per its 13F-HR filed 2025-02-13.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 29,241 shares
    Change vs previous 13F -72,470 shares

    0.17% of the 13F portfolio, value $1,016,107.

    13F-HR 0001085146-25-001267 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 101,711 shares
    Change vs previous 13F -3,288 shares

    0.63% of the 13F portfolio, value $3,613,809.

    13F-HR 0001085146-24-005724 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 104,999 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,764,232.

    13F-HR 0001085146-24-003746 filed by Peninsula Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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