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Disclosery

Slocum, Gordon & Co LLP: HEFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Slocum, Gordon & Co LLP on HEFT, newest first. How the timeline and the estimate are built.

Slocum, Gordon & Co LLP held 9,016 HEFT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,016 shares
    Change vs previous 13F -520 shares

    0.16% of the 13F portfolio, value $239,104.

    13F-HR 0001993325-26-000003 filed by Slocum, Gordon & Co LLP
    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 9,536 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $253,848.

    13F-HR 0001993325-26-000002 filed by Slocum, Gordon & Co LLP
    Filed (acceptance time not in the bulk data set), ingested

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