RIVERCHASE WEALTH MANAGEMENT, LLC: HEGD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of RIVERCHASE WEALTH MANAGEMENT, LLC on HEGD, newest first. How the timeline and the estimate are built.
RIVERCHASE WEALTH MANAGEMENT, LLC held 34,233 HEGD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 34,233 sharesChange vs previous 13F +1,446 shares
0.43% of the 13F portfolio, value $912,652.
13F-HR 0002085853-26-000769 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 32,787 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $809,839.
13F-HR 0002085853-26-000418 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 32,787 sharesChange vs previous 13F -630 shares
0.45% of the 13F portfolio, value $826,560.
13F-HR 0002085853-26-000169 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,417 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $832,752.
13F-HR 0002085853-25-000140 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,417 sharesChange vs previous 13F 0 shares
0.5% of the 13F portfolio, value $785,300.
13F-HR 0001667731-25-000939 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 33,417 sharesChange vs previous 13F -287 shares
0.51% of the 13F portfolio, value $731,832.
13F-HR 0001667731-25-000591 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 33,704 sharesChange vs previous 13F not available
0.56% of the 13F portfolio, value $754,970.
13F-HR 0001667731-25-000242 filed by RIVERCHASE WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).