Skip to content
Disclosery

RFG Advisory, LLC: HEFA position timeline

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

RFG Advisory, LLC held 201,974 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 201,974 shares
    Change vs previous 13F +13,477 shares

    0.15% of the 13F portfolio, value $9,477,635.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 188,497 shares
    Change vs previous 13F +30,578 shares

    0.15% of the 13F portfolio, value $8,010,199.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 157,919 shares
    Change vs previous 13F +5,482 shares

    0.12% of the 13F portfolio, value $6,531,514.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 152,437 shares
    Change vs previous 13F +6,056 shares

    0.12% of the 13F portfolio, value $6,038,015.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 146,381 shares
    Change vs previous 13F -21,893 shares

    0.13% of the 13F portfolio, value $5,556,605.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 168,274 shares
    Change vs previous 13F +32,104 shares

    0.17% of the 13F portfolio, value $6,106,653.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 136,170 shares
    Change vs previous 13F -15,628 shares

    0.13% of the 13F portfolio, value $4,731,895.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 151,798 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $5,376,694.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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