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Disclosery

ALERUS FINANCIAL NA: HEI position timeline

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

ALERUS FINANCIAL NA held 15,300 HEI 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 15,300 shares
    Change vs previous 13F -3,413 shares

    0.24% of the 13F portfolio, value $5,449,707.

    13F-HR 0000919458-26-000003 filed by ALERUS FINANCIAL NA
    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 18,713 shares
    Change vs previous 13F -3,182 shares

    0.25% of the 13F portfolio, value $5,131,105.

    13F-HR 0000919458-26-000002 filed by ALERUS FINANCIAL NA
    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 21,895 shares
    Change vs previous 13F -528 shares

    0.35% of the 13F portfolio, value $7,085,003.

    13F-HR 0000919458-26-000001 filed by ALERUS FINANCIAL NA
    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 22,423 shares
    Change vs previous 13F -710 shares

    0.37% of the 13F portfolio, value $7,238,593.

    13F-HR 0000919458-25-000007 filed by ALERUS FINANCIAL NA
    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 23,133 shares
    Change vs previous 13F -560 shares

    0.55% of the 13F portfolio, value $7,587,624.

    13F-HR 0000919458-25-000003 filed by ALERUS FINANCIAL NA
    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 23,693 shares
    Change vs previous 13F -1,856 shares

    0.51% of the 13F portfolio, value $6,330,525.

    13F-HR 0000919458-25-000002 filed by ALERUS FINANCIAL NA
    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 25,549 shares
    Change vs previous 13F -11,318 shares

    0.47% of the 13F portfolio, value $6,074,016.

    13F-HR 0000919458-25-000001 filed by ALERUS FINANCIAL NA
    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 36,867 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $9,639,953.

    13F-HR 0000919458-24-000005 filed by ALERUS FINANCIAL NA
    Filed (acceptance time not in the bulk data set), ingested

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