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Disclosery

Traveka Wealth, LLC: HEFA position timeline

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

Traveka Wealth, LLC held 85,670 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,670 shares
    Change vs previous 13F -4,483 shares

    1.34% of the 13F portfolio, value $4,020,043.

    13F-HR 0002009176-26-000003 filed by Traveka 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 90,153 shares
    Change vs previous 13F -12,153 shares

    1.46% of the 13F portfolio, value $3,831,063.

    13F-HR 0002009176-26-000002 filed by Traveka 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 102,306 shares
    Change vs previous 13F -4,447 shares

    1.72% of the 13F portfolio, value $4,231,364.

    13F-HR 0002009176-26-000001 filed by Traveka 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 106,753 shares
    Change vs previous 13F -31,740 shares

    1.89% of the 13F portfolio, value $4,228,504.

    13F-HR 0002009176-25-000010 filed by Traveka 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 138,493 shares
    Change vs previous 13F -2,635 shares

    2.78% of the 13F portfolio, value $5,257,212.

    13F-HR 0002009176-25-000004 filed by Traveka 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 141,128 shares
    Change vs previous 13F -8,180 shares

    2.87% of the 13F portfolio, value $5,121,545.

    13F-HR 0002009176-25-000003 filed by Traveka 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 149,308 shares
    Change vs previous 13F -9,900 shares

    2.86% of the 13F portfolio, value $5,188,466.

    13F-HR 0002009176-25-000002 filed by Traveka 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 159,208 shares
    Change vs previous 13F not available

    2.86% of the 13F portfolio, value $5,639,152.

    13F-HR 0002009176-24-000006 filed by Traveka Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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