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Disclosery

Cerity Partners LLC: HEFA position timeline

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

Cerity Partners LLC held 223,912 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 223,912 shares
    Change vs previous 13F +31,568 shares

    0.01% of the 13F portfolio, value $10,507,078.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 192,344 shares
    Change vs previous 13F +808 shares

    0.01% of the 13F portfolio, value $8,173,687.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 191,536 shares
    Change vs previous 13F +3,241 shares

    0.01% of the 13F portfolio, value $7,921,961.

    13F-HR 0001172661-26-000617 filed by Cerity Partners LLC
    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 188,295 shares
    Change vs previous 13F +5,871 shares

    0.01% of the 13F portfolio, value $7,458,363.

    13F-HR 0001566475-25-000018 filed by Cerity Partners LLC
    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 182,424 shares
    Change vs previous 13F +6,045 shares

    0.01% of the 13F portfolio, value $6,924,830.

    13F-HR 0001566475-25-000013 filed by Cerity Partners LLC
    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 176,379 shares
    Change vs previous 13F +8,562 shares

    0.01% of the 13F portfolio, value $6,400,809.

    13F-HR 0001566475-25-000008 filed by Cerity Partners LLC
    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 167,817 shares
    Change vs previous 13F +13,002 shares

    0.01% of the 13F portfolio, value $5,834,185.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 154,815 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,483,557.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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