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Vishria Bird Financial Group, LLC: HLAL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vishria Bird Financial Group, LLC on HLAL, newest first. How the timeline and the estimate are built.

Vishria Bird Financial Group, LLC held 14,280 HLAL shares at 2025-09-30 per its 13F-HR filed 2025-10-21.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,280 shares
    Change vs previous 13F +6 shares

    0.17% of the 13F portfolio, value $847,213.

    13F-HR 0002063364-25-000248 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 14,274 shares
    Change vs previous 13F +2,500 shares

    0.25% of the 13F portfolio, value $763,966.

    13F-HR 0002063364-25-000097 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 11,774 shares
    Change vs previous 13F -1,998 shares

    0.2% of the 13F portfolio, value $575,018.

    13F-HR 0002063364-25-000047 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 13,772 shares
    Change vs previous 13F +802 shares

    0.25% of the 13F portfolio, value $726,000.

    13F-HR 0001746438-25-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 12,970 shares
    Change vs previous 13F +4,500 shares

    0.26% of the 13F portfolio, value $679,000.

    13F-HR 0001746438-24-000008 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 8,470 shares
    Change vs previous 13F +1,870 shares

    0.18% of the 13F portfolio, value $429,000.

    13F-HR 0001746438-24-000005 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 6,600 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $319,000.

    13F-HR 0001746438-24-000003 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,600 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $300,000.

    13F-HR 0001746438-24-000001 filed by Vishria Bird Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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