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Private Advisor Group, LLC: HEFA position timeline

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

Private Advisor Group, LLC held 965,338 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 965,338 shares
    Change vs previous 13F +908,631 shares

    0.21% of the 13F portfolio, value $45,298,512.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 56,707 shares
    Change vs previous 13F -2,606 shares

    0.01% of the 13F portfolio, value $2,409,752.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 59,313 shares
    Change vs previous 13F +5,029 shares

    0.01% of the 13F portfolio, value $2,453,198.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 54,284 shares
    Change vs previous 13F +152 shares

    0.01% of the 13F portfolio, value $2,150,202.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 54,132 shares
    Change vs previous 13F -21,357 shares

    0.01% of the 13F portfolio, value $2,054,831.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 75,489 shares
    Change vs previous 13F -135,143 shares

    0.02% of the 13F portfolio, value $2,739,510.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 210,632 shares
    Change vs previous 13F -8,425 shares

    0.04% of the 13F portfolio, value $7,319,496.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, LLC
    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 219,057 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $7,758,983.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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