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World Investment Advisors: HEFA position timeline

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

World Investment Advisors held 20,998 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,998 shares
    Change vs previous 13F -7 shares

    0.01% of the 13F portfolio, value $892,329.

    13F-HR 0001062993-26-004335 filed by World Investment 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 21,005 shares
    Change vs previous 13F +293 shares

    0.01% of the 13F portfolio, value $892,626.

    13F-HR 0001062993-26-002164 filed by World Investment 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/A 20,712 shares
    Change vs previous 13F +1,022 shares

    0.01% of the 13F portfolio, value $856,648.

    13F-HR/A 0001062993-26-001415 filed by World Investment 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 19,690 shares
    Change vs previous 13F -419 shares

    0.02% of the 13F portfolio, value $779,925.

    13F-HR 0001062993-25-016083 filed by World Investment 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 20,109 shares
    Change vs previous 13F -3,342 shares

    0.02% of the 13F portfolio, value $763,323.

    13F-HR 0001062993-25-013474 filed by World Investment 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 23,451 shares
    Change vs previous 13F +7,281 shares

    0.02% of the 13F portfolio, value $851,022.

    13F-HR 0001062993-25-008161 filed by World Investment 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 16,170 shares
    Change vs previous 13F +3,661 shares

    0.02% of the 13F portfolio, value $561,894.

    13F-HR 0001062993-25-002205 filed by World Investment 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/A 12,509 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $443,061.

    13F-HR/A 0001062993-24-019612 filed by World Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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