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WMG Financial Advisors, LLC: HECA position timeline

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

WMG Financial Advisors, LLC held 465,102 HECA 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 465,102 shares
    Change vs previous 13F +72,889 shares

    4.78% of the 13F portfolio, value $12,697,285.

    13F-HR 0002085853-26-000819 filed by WMG Financial Advisors, LLC
    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 392,213 shares
    Change vs previous 13F +268,478 shares

    4.72% of the 13F portfolio, value $11,323,190.

    13F-HR 0002085853-26-000472 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 123,735 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $3,421,273.

    13F-HR 0002085853-26-000115 filed by WMG Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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