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Disclosery

Fiduciary Trust Co: HEFA position timeline

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

Fiduciary Trust Co held 112,698 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 112,698 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $5,288,354.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $4,789,102.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,661,189.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,463,968.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,278,016.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $4,089,810.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 112,698 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,916,256.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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