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Savvy Advisors, Inc.: HEFA position timeline

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

Savvy Advisors, Inc. held 81,221 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 81,221 shares
    Change vs previous 13F +14,785 shares

    0.08% of the 13F portfolio, value $3,811,274.

    13F-HR 0002003633-26-000004 filed by Savvy Advisors, Inc.
    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 66,436 shares
    Change vs previous 13F +5,410 shares

    0.08% of the 13F portfolio, value $2,823,211.

    13F-HR 0002003633-26-000003 filed by Savvy Advisors, Inc.
    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 61,026 shares
    Change vs previous 13F +20,642 shares

    0.08% of the 13F portfolio, value $2,524,035.

    13F-HR 0002003633-26-000001 filed by Savvy Advisors, Inc.
    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 40,384 shares
    Change vs previous 13F +1,121 shares

    0.07% of the 13F portfolio, value $1,599,623.

    13F-HR 0002003633-25-000008 filed by Savvy Advisors, Inc.
    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 39,263 shares
    Change vs previous 13F +11,174 shares

    0.1% of the 13F portfolio, value $1,490,423.

    13F-HR 0002003633-25-000005 filed by Savvy Advisors, Inc.
    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 28,089 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,019,349.

    13F-HR 0002003633-25-000004 filed by Savvy Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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