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Tulsa Wealth Advisors, INC: HEFA position timeline

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

Tulsa Wealth Advisors, INC held 415,311 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 415,311 shares
    Change vs previous 13F -11,774 shares

    2.74% of the 13F portfolio, value $19,488,465.

    13F-HR 0001765380-26-000308 filed by Tulsa Wealth Advisors, INC
    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 427,085 shares
    Change vs previous 13F not available

    3.18% of the 13F portfolio, value $18,148,986.

    13F-HR 0001765380-26-000204 filed by Tulsa Wealth Advisors, INC
    Filed (acceptance time not in the bulk data set), ingested

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