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Stone House Investment Management, LLC: HEFA position timeline

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

Stone House Investment Management, LLC held 467 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 467 shares
    Change vs previous 13F -1,113 shares

    <0.01% of the 13F portfolio, value $21,898.

    13F-HR 0001696497-26-000009 filed by Stone House Investment Management, 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 1,580 shares
    Change vs previous 13F -145 shares

    0.01% of the 13F portfolio, value $67,128.

    13F-HR 0001696497-26-000006 filed by Stone House Investment Management, 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 1,725 shares
    Change vs previous 13F -1,714 shares

    0.01% of the 13F portfolio, value $71,332.

    13F-HR 0001696497-26-000002 filed by Stone House Investment Management, 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 3,439 shares
    Change vs previous 13F -6,931 shares

    0.02% of the 13F portfolio, value $136,219.

    13F-HR 0001696497-25-000010 filed by Stone House Investment Management, 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 10,370 shares
    Change vs previous 13F -86,498 shares

    0.07% of the 13F portfolio, value $393,632.

    13F-HR 0001999371-25-010654 filed by Stone House Investment Management, 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 96,868 shares
    Change vs previous 13F +87,442 shares

    0.71% of the 13F portfolio, value $3,515,338.

    13F-HR 0002034054-25-000003 filed by Stone House Investment Management, 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 9,426 shares
    Change vs previous 13F -601 shares

    0.08% of the 13F portfolio, value $327,546.

    13F-HR 0001696497-25-000001 filed by Stone House Investment Management, 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 10,027 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $355,142.

    13F-HR 0001696497-24-000008 filed by Stone House Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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