HEFFERNAN ADVISORY, INC
13F Portfolio Filings
Most recent 13F
Q1 2026
Location
Flagstaff, AZ
CIK
0001536230
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2026
24
107,796
DFCF, DFAC, DCOR, DFSD
13F-HR
4/27/2026
000153623026000004
Q4 2025
27
104,460
DFCF, DFAC, DCOR, DFSD
13F-HR
2/3/2026
000153623026000003