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AIMZ Investment Advisors, LLC: HLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AIMZ Investment Advisors, LLC on HLN, newest first. How the timeline and the estimate are built.

AIMZ Investment Advisors, LLC held 46,428 HLN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 46,428 shares
    Change vs previous 13F -5,700 shares

    0.12% of the 13F portfolio, value $433,173.

    13F-HR 0001630365-26-000007 filed by AIMZ Investment Advisors, 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 52,128 shares
    Change vs previous 13F -5,500 shares

    0.16% of the 13F portfolio, value $521,801.

    13F-HR 0001630365-26-000005 filed by AIMZ Investment Advisors, 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 57,628 shares
    Change vs previous 13F -5,500 shares

    0.17% of the 13F portfolio, value $582,619.

    13F-HR 0001630365-26-000002 filed by AIMZ Investment Advisors, 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 63,128 shares
    Change vs previous 13F -1,429 shares

    0.18% of the 13F portfolio, value $566,258.

    13F-HR 0001630365-25-000011 filed by AIMZ Investment Advisors, 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 64,557 shares
    Change vs previous 13F -1,695 shares

    0.22% of the 13F portfolio, value $669,456.

    13F-HR 0001630365-25-000009 filed by AIMZ Investment Advisors, 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 66,252 shares
    Change vs previous 13F -4,300 shares

    0.24% of the 13F portfolio, value $681,733.

    13F-HR 0001630365-25-000005 filed by AIMZ Investment Advisors, 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 70,552 shares
    Change vs previous 13F -2,200 shares

    0.23% of the 13F portfolio, value $673,066.

    13F-HR 0001630365-25-000002 filed by AIMZ Investment Advisors, 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 72,752 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $769,716.

    13F-HR 0001630365-24-000009 filed by AIMZ Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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