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Disclosery

Arax Advisory Partners: HE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Arax Advisory Partners on HE, newest first. How the timeline and the estimate are built.

Arax Advisory Partners held 27,003 HE shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,003 shares
    Change vs previous 13F +12,185 shares

    <0.01% of the 13F portfolio, value $365,351.

    13F-HR 0001586767-26-000006 filed by Arax Advisory Partners
    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 14,818 shares
    Change vs previous 13F -14,980 shares

    0.01% of the 13F portfolio, value $219,900.

    13F-HR 0001586767-26-000003 filed by Arax Advisory Partners
    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 29,798 shares
    Change vs previous 13F -29,174 shares

    0.01% of the 13F portfolio, value $224,746.

    13F-HR 0001586767-26-000001 filed by Arax Advisory Partners
    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 58,972 shares
    Change vs previous 13F +56,853 shares

    0.01% of the 13F portfolio, value $651,051.

    13F-HR 0001586767-25-000010 filed by Arax Advisory Partners
    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 2,119 shares
    Change vs previous 13F +384 shares

    <0.01% of the 13F portfolio, value $22,525.

    13F-HR 0001586767-25-000008 filed by Arax Advisory Partners
    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 1,735 shares
    Change vs previous 13F -6,933 shares

    <0.01% of the 13F portfolio, value $18,999.

    13F-HR 0001586767-25-000007 filed by Arax Advisory Partners
    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 8,668 shares
    Change vs previous 13F +5,270 shares

    0.01% of the 13F portfolio, value $84,340.

    13F-HR 0001586767-25-000001 filed by Arax Advisory Partners
    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 3,398 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $32,893.

    13F-HR 0001586767-24-000006 filed by Arax Advisory Partners
    Filed (acceptance time not in the bulk data set), ingested

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