Skip to content
Disclosery

Creative Planning: HEFA position timeline

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

Creative Planning held 17,459 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,459 shares
    Change vs previous 13F -2,253 shares

    <0.01% of the 13F portfolio, value $819,275.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 19,712 shares
    Change vs previous 13F -1,916 shares

    <0.01% of the 13F portfolio, value $837,672.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 21,628 shares
    Change vs previous 13F -3,001 shares

    <0.01% of the 13F portfolio, value $894,545.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 24,629 shares
    Change vs previous 13F -682 shares

    <0.01% of the 13F portfolio, value $975,568.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 25,311 shares
    Change vs previous 13F +2,554 shares

    <0.01% of the 13F portfolio, value $960,801.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 22,757 shares
    Change vs previous 13F -5,746 shares

    <0.01% of the 13F portfolio, value $825,848.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 28,503 shares
    Change vs previous 13F -3,594 shares

    <0.01% of the 13F portfolio, value $990,465.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 32,097 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,136,859.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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