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WESCAP Management Group, Inc.: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WESCAP Management Group, Inc. on HEFA, newest first. How the timeline and the estimate are built.

WESCAP Management Group, Inc. held 344,434 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 344,434 shares
    Change vs previous 13F -5,887 shares

    3.02% of the 13F portfolio, value $16,162,566.

    13F-HR 0001172661-26-003260 filed by WESCAP Management Group, 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 350,321 shares
    Change vs previous 13F +6,935 shares

    2.93% of the 13F portfolio, value $14,886,891.

    13F-HR 0001172661-26-001721 filed by WESCAP Management Group, Inc.
    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 343,386 shares
    Change vs previous 13F +8,968 shares

    2.88% of the 13F portfolio, value $14,202,445.

    13F-HR 0001172661-26-000614 filed by WESCAP Management Group, Inc.
    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 334,418 shares
    Change vs previous 13F -1,103 shares

    2.78% of the 13F portfolio, value $13,246,297.

    13F-HR 0001172661-25-004597 filed by WESCAP Management Group, Inc.
    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 335,521 shares
    Change vs previous 13F +11,262 shares

    2.9% of the 13F portfolio, value $12,736,377.

    13F-HR 0001172661-25-002923 filed by WESCAP Management Group, Inc.
    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 324,259 shares
    Change vs previous 13F -11,598 shares

    2.87% of the 13F portfolio, value $11,767,359.

    13F-HR 0001172661-25-001717 filed by WESCAP Management Group, Inc.
    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 335,857 shares
    Change vs previous 13F +27,817 shares

    2.83% of the 13F portfolio, value $11,671,031.

    13F-HR 0001172661-25-000712 filed by WESCAP Management Group, Inc.
    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 308,040 shares
    Change vs previous 13F not available

    2.73% of the 13F portfolio, value $10,910,777.

    13F-HR 0001172661-24-004930 filed by WESCAP Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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