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Disclosery

Stone Summit Wealth LLC: HEFA position timeline

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

Stone Summit Wealth LLC held 9,935 HEFA 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 9,935 shares
    Change vs previous 13F -748 shares

    0.12% of the 13F portfolio, value $466,200.

    13F-HR 0001754960-26-000614 filed by Stone Summit Wealth 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 10,683 shares
    Change vs previous 13F -44,263 shares

    0.13% of the 13F portfolio, value $453,974.

    13F-HR 0002085853-26-000460 filed by Stone Summit Wealth 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 54,946 shares
    Change vs previous 13F -3,251 shares

    0.62% of the 13F portfolio, value $2,272,567.

    13F-HR 0002085853-26-000102 filed by Stone Summit Wealth 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 58,197 shares
    Change vs previous 13F -1,680 shares

    0.65% of the 13F portfolio, value $2,305,166.

    13F-HR 0002085853-25-000137 filed by Stone Summit Wealth 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 59,877 shares
    Change vs previous 13F -1,414 shares

    0.7% of the 13F portfolio, value $2,272,919.

    13F-HR 0001667731-25-000854 filed by Stone Summit Wealth 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 61,291 shares
    Change vs previous 13F +447 shares

    0.75% of the 13F portfolio, value $2,224,239.

    13F-HR 0001667731-25-000518 filed by Stone Summit Wealth 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 60,844 shares
    Change vs previous 13F +2,259 shares

    0.71% of the 13F portfolio, value $2,114,318.

    13F-HR 0001667731-25-000149 filed by Stone Summit Wealth 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 58,585 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,075,081.

    13F-HR 0001908192-24-000004 filed by Stone Summit Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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