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Quotient Wealth Partners, LLC: HEFA position timeline

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

Quotient Wealth Partners, LLC held 3,439,589 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,439,589 shares
    Change vs previous 13F +71,830 shares

    3.81% of the 13F portfolio, value $161,402,714.

    13F-HR 0002004904-26-000004 filed by Quotient 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 3,367,759 shares
    Change vs previous 13F -102,505 shares

    3.77% of the 13F portfolio, value $143,112,934.

    13F-HR 0002004904-26-000003 filed by Quotient 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 3,470,264 shares
    Change vs previous 13F -575,174 shares

    3.82% of the 13F portfolio, value $143,530,102.

    13F-HR 0002004904-26-000001 filed by Quotient 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 4,045,438 shares
    Change vs previous 13F +189,770 shares

    4.39% of the 13F portfolio, value $160,239,786.

    13F-HR 0002004904-25-000008 filed by Quotient 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 3,855,668 shares
    Change vs previous 13F +100,381 shares

    4.31% of the 13F portfolio, value $146,361,165.

    13F-HR 0002004904-25-000005 filed by Quotient 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 3,755,287 shares
    Change vs previous 13F -661,715 shares

    4.35% of the 13F portfolio, value $136,279,357.

    13F-HR 0002004904-25-000004 filed by Quotient 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 4,417,002 shares
    Change vs previous 13F +198,606 shares

    5.02% of the 13F portfolio, value $153,490,807.

    13F-HR 0002004904-25-000002 filed by Quotient Wealth Partners, 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 4,218,396 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $149,415,574.

    13F-HR 0002004904-24-000003 filed by Quotient Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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