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Disclosery

BOKF, NA: HEFA position timeline

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

BOKF, NA held 477,453 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 477,453 shares
    Change vs previous 13F -3,750 shares

    0.31% of the 13F portfolio, value $22,404,482.

    13F-HR 0000009634-26-000004 filed by BOKF, NA
    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 481,203 shares
    Change vs previous 13F +41,115 shares

    0.31% of the 13F portfolio, value $20,448,722.

    13F-HR 0000009634-26-000003 filed by BOKF, NA
    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 440,088 shares
    Change vs previous 13F +11,505 shares

    0.28% of the 13F portfolio, value $18,202,040.

    13F-HR 0000009634-26-000002 filed by BOKF, NA
    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 428,583 shares
    Change vs previous 13F +11,276 shares

    0.26% of the 13F portfolio, value $16,976,173.

    13F-HR 0000009634-25-000006 filed by BOKF, NA
    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 417,307 shares
    Change vs previous 13F -2,415 shares

    0.26% of the 13F portfolio, value $15,840,974.

    13F-HR 0000009634-25-000005 filed by BOKF, NA
    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 419,722 shares
    Change vs previous 13F +48,571 shares

    0.27% of the 13F portfolio, value $15,231,711.

    13F-HR 0000009634-25-000003 filed by BOKF, NA
    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 371,151 shares
    Change vs previous 13F +88,266 shares

    0.22% of the 13F portfolio, value $12,960,593.

    13F-HR 0000009634-25-000002 filed by BOKF, NA
    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 282,885 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $9,966,039.

    13F-HR 0001977483-24-000003 filed by BOKF, NA
    Filed (acceptance time not in the bulk data set), ingested

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