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TRUE Private Wealth Advisors: HEFA position timeline

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

TRUE Private Wealth Advisors held 46,936 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 46,936 shares
    Change vs previous 13F -11,596 shares

    0.19% of the 13F portfolio, value $2,202,491.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 58,532 shares
    Change vs previous 13F +16,131 shares

    0.24% of the 13F portfolio, value $2,487,335.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 42,401 shares
    Change vs previous 13F +306 shares

    0.18% of the 13F portfolio, value $1,753,723.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 42,095 shares
    Change vs previous 13F +2,282 shares

    0.17% of the 13F portfolio, value $1,667,395.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 39,813 shares
    Change vs previous 13F -307 shares

    0.17% of the 13F portfolio, value $1,511,311.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 40,120 shares
    Change vs previous 13F -39,410 shares

    0.18% of the 13F portfolio, value $1,455,946.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 79,530 shares
    Change vs previous 13F -2,396 shares

    0.34% of the 13F portfolio, value $2,763,691.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 81,926 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $2,901,823.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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