Skip to content
Disclosery

PFG Advisors: HEFA position timeline

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

PFG Advisors held 20,341 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,341 shares
    Change vs previous 13F +8,113 shares

    0.05% of the 13F portfolio, value $954,501.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 12,228 shares
    Change vs previous 13F +595 shares

    0.03% of the 13F portfolio, value $519,638.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 11,633 shares
    Change vs previous 13F -36,651 shares

    0.02% of the 13F portfolio, value $481,123.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 48,284 shares
    Change vs previous 13F -1,413 shares

    0.08% of the 13F portfolio, value $1,912,523.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 49,697 shares
    Change vs previous 13F -48,294 shares

    0.09% of the 13F portfolio, value $1,886,505.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 97,991 shares
    Change vs previous 13F +46,483 shares

    0.2% of the 13F portfolio, value $3,556,100.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 51,508 shares
    Change vs previous 13F +15,740 shares

    0.11% of the 13F portfolio, value $1,789,909.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 35,768 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,266,905.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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