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AdvisorShares Investments LLC: HEI position timeline

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

AdvisorShares Investments LLC held 16,234 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,234 shares
    Change vs previous 13F -3,631 shares

    0.7% of the 13F portfolio, value $5,782,388.

    13F-HR 0001829126-26-008605 filed by AdvisorShares Investments 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 19,865 shares
    Change vs previous 13F -1,932 shares

    0.99% of the 13F portfolio, value $5,446,983.

    13F-HR 0001829126-26-004035 filed by AdvisorShares Investments 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 21,797 shares
    Change vs previous 13F -7,686 shares

    1.18% of the 13F portfolio, value $7,053,291.

    13F-HR 0001829126-26-001174 filed by AdvisorShares Investments 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 29,483 shares
    Change vs previous 13F -378 shares

    1.55% of the 13F portfolio, value $9,517,702.

    13F-HR 0001829126-25-008866 filed by AdvisorShares Investments 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 29,861 shares
    Change vs previous 13F +702 shares

    1.77% of the 13F portfolio, value $9,794,408.

    13F-HR 0001829126-25-005743 filed by AdvisorShares Investments 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 29,159 shares
    Change vs previous 13F -270 shares

    1.54% of the 13F portfolio, value $7,879,053.

    13F-HR 0001829126-25-003609 filed by AdvisorShares Investments 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 29,429 shares
    Change vs previous 13F -3,692 shares

    1.35% of the 13F portfolio, value $6,996,450.

    13F-HR 0001829126-25-001002 filed by AdvisorShares Investments 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 33,121 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $8,660,479.

    13F-HR 0001829126-24-007503 filed by AdvisorShares Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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