13F Filings History of HEFFERNAN ADVISORY, INC

Latest 13F report
Q4 2025 - 03 Feb 2026
Value $
$104,460,151
Signature - Title
Maggie Vescio - Assistant Compliance Officer
Location
Flagstaff, AZ
Summary
This page shows a list of all the recent 13F filings made by HEFFERNAN ADVISORY, INC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. HEFFERNAN ADVISORY, INC reported 27 stock holdings with total value $104,460,151 as of Q4 2025. Top holdings included DFCF, DFAC, DCOR, DFSD, and DFIC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 27 $104,460,151 $0 $0 $0 DFCF, DFAC, DCOR, DFSD, DFIC 13F-HR 03 Feb 2026, 14:47