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Kestra Advisory Services, LLC: HEFA position timeline

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

Kestra Advisory Services, LLC held 196,182 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 196,182 shares
    Change vs previous 13F +3,872 shares

    0.02% of the 13F portfolio, value $9,205,832.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,916 shares
    • Kestra Advisory Services, LLC: 151,916 shares
    • Kestra Investment Management, LLC: 22,350 shares

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

  2. period ended2026-03-31
    13F 192,310 shares
    Change vs previous 13F -29,513 shares

    0.02% of the 13F portfolio, value $8,172,201.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 25,488 shares
    • Kestra Advisory Services, LLC: 146,329 shares
    • Kestra Investment Management, LLC: 20,493 shares

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

  3. period ended2025-12-31
    13F 221,823 shares
    Change vs previous 13F +9,003 shares

    0.03% of the 13F portfolio, value $9,174,613.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,006 shares
    • Kestra Advisory Services, LLC: 156,767 shares
    • Kestra Investment Management, LLC: 20,050 shares

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

  4. period ended2025-09-30
    13F 212,820 shares
    Change vs previous 13F -44,558 shares

    0.03% of the 13F portfolio, value $8,429,815.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 49,869 shares
    • Kestra Advisory Services, LLC: 143,330 shares
    • Kestra Investment Management, LLC: 19,621 shares

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

  5. period ended2025-06-30
    13F/A 257,378 shares
    Change vs previous 13F +19,641 shares

    0.03% of the 13F portfolio, value $9,770,086.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 57,296 shares
    • Kestra Advisory Services, LLC: 180,658 shares
    • Kestra Investment Management, LLC: 19,424 shares

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

  6. period ended2025-03-31
    13F/A 237,737 shares
    Change vs previous 13F +58,630 shares

    0.03% of the 13F portfolio, value $8,627,476.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 33,531 shares
    • Kestra Advisory Services, LLC: 185,796 shares
    • Kestra Investment Management, LLC: 18,410 shares

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

  7. period ended2024-12-31
    13F 179,107 shares
    Change vs previous 13F -71,765 shares

    0.02% of the 13F portfolio, value $6,223,951.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 15,951 shares
    • Kestra Advisory Services, LLC: 150,802 shares
    • Kestra Investment Management, LLC: 12,354 shares

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

  8. period ended2024-09-30
    13F 250,872 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,885,878.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 21,507 shares
    • Kestra Advisory Services, LLC: 222,057 shares
    • Kestra Investment Management, LLC: 7,308 shares

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