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Disclosery

Savant Capital, LLC: HEFA position timeline

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

Savant Capital, LLC held 9,972 HEFA shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,972 shares
    Change vs previous 13F -1,324 shares

    <0.01% of the 13F portfolio, value $467,949.

    13F-HR 0001482880-26-000014 filed by Savant Capital, 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 11,296 shares
    Change vs previous 13F +4,378 shares

    <0.01% of the 13F portfolio, value $480,036.

    13F-HR 0001482880-26-000009 filed by Savant Capital, 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 6,918 shares
    Change vs previous 13F +1,095 shares

    <0.01% of the 13F portfolio, value $286,140.

    13F-HR 0001482880-26-000005 filed by Savant Capital, 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/A 5,823 shares
    Change vs previous 13F -33 shares

    <0.01% of the 13F portfolio, value $230,660.

    13F-HR/A 0001482880-26-000008 filed by Savant Capital, 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/A 5,856 shares
    Change vs previous 13F +64 shares

    <0.01% of the 13F portfolio, value $222,306.

    13F-HR/A 0001482880-26-000007 filed by Savant Capital, 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/A 5,792 shares
    Change vs previous 13F -1,780 shares

    <0.01% of the 13F portfolio, value $210,203.

    13F-HR/A 0001482880-26-000006 filed by Savant Capital, 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 7,572 shares
    Change vs previous 13F -2,929 shares

    <0.01% of the 13F portfolio, value $263,138.

    13F-HR 0001085146-25-000573 filed by Savant Capital, 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 10,501 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $371,935.

    13F-HR 0001085146-24-005340 filed by Savant Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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