Skip to content
Disclosery

Prasad Wealth Partners, LLC: HEFA position timeline

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

Prasad Wealth Partners, LLC held 60,144 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,144 shares
    Change vs previous 13F -381,243 shares

    0.68% of the 13F portfolio, value $2,822,275.

    13F-HR 0001765380-26-000234 filed by Prasad Wealth Partners, 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 441,387 shares
    Change vs previous 13F +5,467 shares

    5.11% of the 13F portfolio, value $18,756,735.

    13F-HR 0001765380-26-000125 filed by Prasad Wealth Partners, 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 435,920 shares
    Change vs previous 13F -16,817 shares

    4.81% of the 13F portfolio, value $18,029,638.

    13F-HR 0001765380-26-000039 filed by Prasad Wealth Partners, 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 452,737 shares
    Change vs previous 13F -10,283 shares

    5% of the 13F portfolio, value $17,932,912.

    13F-HR 0002048885-25-000002 filed by Prasad Wealth Partners, 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 463,020 shares
    Change vs previous 13F +55,279 shares

    5.15% of the 13F portfolio, value $17,576,241.

    13F-HR 0001765380-25-000258 filed by Prasad Wealth Partners, 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 407,741 shares
    Change vs previous 13F +37,164 shares

    4.83% of the 13F portfolio, value $14,796,917.

    13F-HR 0001765380-25-000213 filed by Prasad Wealth Partners, 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 370,577 shares
    Change vs previous 13F not available

    4.17% of the 13F portfolio, value $12,877,560.

    13F-HR 0001765380-25-000040 filed by Prasad Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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