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Disclosery

VERITY Wealth Advisors: HEFA position timeline

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

VERITY Wealth Advisors held 40,000 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,000 shares
    Change vs previous 13F 0 shares

    1.13% of the 13F portfolio, value $1,877,016.

    13F-HR 0001763138-26-000004 filed by VERITY 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 40,000 shares
    Change vs previous 13F -32,685 shares

    1.14% of the 13F portfolio, value $1,699,814.

    13F-HR 0001763138-26-000002 filed by VERITY 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 72,685 shares
    Change vs previous 13F +581 shares

    1.87% of the 13F portfolio, value $3,006,237.

    13F-HR 0001763138-26-000001 filed by VERITY 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 72,104 shares
    Change vs previous 13F +539 shares

    1.8% of the 13F portfolio, value $2,856,036.

    13F-HR 0001763138-25-000007 filed by VERITY 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 71,565 shares
    Change vs previous 13F 0 shares

    1.82% of the 13F portfolio, value $2,716,614.

    13F-HR 0001763138-25-000005 filed by VERITY 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 71,565 shares
    Change vs previous 13F -9,880 shares

    1.92% of the 13F portfolio, value $2,597,100.

    13F-HR 0001763138-25-000004 filed by VERITY 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 81,445 shares
    Change vs previous 13F +419 shares

    2.04% of the 13F portfolio, value $2,830,227.

    13F-HR 0001763138-25-000001 filed by VERITY 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 81,026 shares
    Change vs previous 13F not available

    2.02% of the 13F portfolio, value $2,869,944.

    13F-HR 0001763138-24-000006 filed by VERITY Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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