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Disclosery

Sage Mountain Advisors LLC: HEFA position timeline

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

Sage Mountain Advisors LLC held 14,532 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,532 shares
    Change vs previous 13F -2,829 shares

    0.04% of the 13F portfolio, value $681,914.

    13F-HR 0001398344-26-013547 filed by Sage Mountain Advisors 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 17,361 shares
    Change vs previous 13F -5,525 shares

    0.05% of the 13F portfolio, value $737,756.

    13F-HR 0001398344-26-008901 filed by Sage Mountain Advisors 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 22,886 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $946,565.

    13F-HR 0001398344-26-001120 filed by Sage Mountain Advisors 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 22,886 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $906,514.

    13F-HR 0001398344-25-019993 filed by Sage Mountain Advisors 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 22,886 shares
    Change vs previous 13F -6,269 shares

    0.06% of the 13F portfolio, value $868,753.

    13F-HR 0001398344-25-014219 filed by Sage Mountain Advisors 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 29,155 shares
    Change vs previous 13F +443 shares

    0.08% of the 13F portfolio, value $1,058,035.

    13F-HR 0001398344-25-008521 filed by Sage Mountain Advisors 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 28,712 shares
    Change vs previous 13F -954 shares

    0.07% of the 13F portfolio, value $997,742.

    13F-HR 0001398344-25-002201 filed by Sage Mountain Advisors 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 29,666 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,050,770.

    13F-HR 0001398344-24-019579 filed by Sage Mountain Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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