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Disclosery

Sowell Financial Services LLC: HEFA position timeline

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

Sowell Financial Services LLC held 14,534 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,534 shares
    Change vs previous 13F -2,197 shares

    0.02% of the 13F portfolio, value $681,988.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services 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 16,731 shares
    Change vs previous 13F -272 shares

    0.03% of the 13F portfolio, value $710,971.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services 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 17,003 shares
    Change vs previous 13F -177 shares

    0.03% of the 13F portfolio, value $703,240.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services 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 17,180 shares
    Change vs previous 13F -159 shares

    0.03% of the 13F portfolio, value $680,512.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services 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 17,339 shares
    Change vs previous 13F -2,202 shares

    0.03% of the 13F portfolio, value $658,179.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services 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 19,541 shares
    Change vs previous 13F +1,487 shares

    0.03% of the 13F portfolio, value $709,134.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services 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 18,054 shares
    Change vs previous 13F +441 shares

    0.03% of the 13F portfolio, value $627,368.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services 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 17,613 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $624,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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