HEFFERNAN ADVISORY, INC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 2 quarters from 2025-12-31 to 2026-06-30, HEFFERNAN ADVISORY, INC opened 12 positions, added to 19, reduced 4 and sold out of 7.
- Q2 2026: Stock DFCF; Country of operation —; Class CORE FIXED INCOM; Shares before 1,171,565.
- Q2 2026: Stock DFAC; Country of operation —; Class US CORE EQUITY 2; Shares before 275,385.
- Q2 2026: Stock DCOR; Country of operation —; Class US CORE EQUITY 1; Shares before 147,863.
- Q2 2026: Stock DFSD; Country of operation —; Class SHORT DURATION F; Shares before 150,563.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1536230), 2 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-27). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-12-31.
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