Skip to content
Disclosery

Allworth Financial LP: HEI position timeline

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

Allworth Financial LP held 8,757 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 8,757 shares
    Change vs previous 13F -53 shares

    0.01% of the 13F portfolio, value $3,119,202.

    13F-HR 0001140361-26-032279 filed by Allworth Financial LP
    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 8,810 shares
    Change vs previous 13F -275 shares

    0.01% of the 13F portfolio, value $2,415,738.

    13F-HR 0001140361-26-021379 filed by Allworth Financial LP
    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 9,085 shares
    Change vs previous 13F +14 shares

    0.01% of the 13F portfolio, value $2,939,845.

    13F-HR 0001140361-26-003753 filed by Allworth Financial LP
    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 9,071 shares
    Change vs previous 13F +6,934 shares

    0.01% of the 13F portfolio, value $2,928,330.

    13F-HR 0001140361-25-044001 filed by Allworth Financial LP
    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 2,137 shares
    Change vs previous 13F +1,459 shares

    <0.01% of the 13F portfolio, value $700,953.

    13F-HR 0001140361-25-029630 filed by Allworth Financial LP
    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 678 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $167,518.

    13F-HR 0001140361-25-016624 filed by Allworth Financial LP
    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 634 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $153,136.

    13F-HR 0001140361-25-002456 filed by Allworth Financial LP
    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 627 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $163,949.

    13F-HR 0001140361-24-044001 filed by Allworth Financial LP
    Filed (acceptance time not in the bulk data set), ingested

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