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Disclosery

Spectrum Wealth Counsel, LLC: HEFA position timeline

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

Spectrum Wealth Counsel, LLC held 86,664 HEFA shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 86,664 shares
    Change vs previous 13F +83,957 shares

    0.38% of the 13F portfolio, value $3,145,037.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 2,707 shares
    Change vs previous 13F +31 shares

    0.01% of the 13F portfolio, value $94,069.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 2,676 shares
    Change vs previous 13F -95,937 shares

    0.01% of the 13F portfolio, value $94,784.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 98,613 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,506,186.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

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