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Disclosery

CWM, LLC: HEFA position timeline

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

CWM, LLC held 30,156 HEFA shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 30,156 shares
    Change vs previous 13F -5,224 shares

    <0.01% of the 13F portfolio, value $1,281,486.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 35,380 shares
    Change vs previous 13F -7,856 shares

    <0.01% of the 13F portfolio, value $1,463,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 43,236 shares
    Change vs previous 13F -283,175 shares

    0.01% of the 13F portfolio, value $1,713,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 326,411 shares
    Change vs previous 13F -1,794,751 shares

    0.04% of the 13F portfolio, value $12,391,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 2,121,162 shares
    Change vs previous 13F +1,727,528 shares

    0.31% of the 13F portfolio, value $76,977,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 393,634 shares
    Change vs previous 13F +3,228 shares

    0.06% of the 13F portfolio, value $13,679,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 390,406 shares
    Change vs previous 13F -2,078,720 shares

    0.06% of the 13F portfolio, value $13,828,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 2,469,126 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $87,790,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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