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Ameritas Investment Partners, Inc.: HEFA position timeline

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

Ameritas Investment Partners, Inc. held 59,028 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 59,028 shares
    Change vs previous 13F +33,127 shares

    0.03% of the 13F portfolio, value $2,769,912.

    13F-HR 0001901275-26-000010 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,772 shares
    • Ameritas Advisory Services, LLC: 53,256 shares

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

  2. period ended2026-03-31
    13F 25,901 shares
    Change vs previous 13F -315,394 shares

    0.02% of the 13F portfolio, value $1,100,667.

    13F-HR 0001901275-26-000006 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 5,772 shares
    • Ameritas Advisory Services, LLC: 20,129 shares

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

  3. period ended2025-12-31
    13F 341,295 shares
    Change vs previous 13F +51,337 shares

    0.24% of the 13F portfolio, value $14,115,946.

    13F-HR 0001055980-26-000002 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 298,339 shares
    • Ameritas Advisory Services, LLC: 42,956 shares

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

  4. period ended2025-09-30
    13F 289,958 shares
    Change vs previous 13F -12,547 shares

    0.24% of the 13F portfolio, value $11,485,203.

    13F-HR 0001055980-25-000009 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 287,097 shares
    • Ameritas Advisory Services, LLC: 2,861 shares

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

  5. period ended2025-06-30
    13F 302,505 shares
    Change vs previous 13F +4,028 shares

    0.23% of the 13F portfolio, value $11,483,107.

    13F-HR 0001055980-25-000004 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 269,400 shares
    • Ameritas Advisory Services, LLC: 33,105 shares

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

  6. period ended2025-03-31
    13F 298,477 shares
    Change vs previous 13F +263,850 shares

    0.2% of the 13F portfolio, value $10,831,482.

    13F-HR 0001055980-25-000003 filed by Ameritas Investment Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    • Ameritas Investment Partners, Inc.: 258,106 shares
    • Ameritas Advisory Services, LLC: 40,371 shares

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

  7. period ended2024-12-31
    13F 34,627 shares
    Change vs previous 13F -8,477 shares

    0.04% of the 13F portfolio, value $1,203,305.

    13F-HR 0001901275-25-000003 filed by Ameritas Advisory Services, LLC
    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 43,104 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,526,760.

    13F-HR 0001901275-24-000015 filed by Ameritas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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