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AVALON CAPITAL MANAGEMENT: HEI position timeline

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

AVALON CAPITAL MANAGEMENT held 2,607 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,607 shares
    Change vs previous 13F +157 shares

    0.22% of the 13F portfolio, value $928,722.

    13F-HR 0001172661-26-002649 filed by AVALON CAPITAL MANAGEMENT
    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 2,450 shares
    Change vs previous 13F -3,057 shares

    0.19% of the 13F portfolio, value $671,894.

    13F-HR 0001172661-26-002005 filed by AVALON CAPITAL MANAGEMENT
    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 5,507 shares
    Change vs previous 13F +290 shares

    0.43% of the 13F portfolio, value $1,782,132.

    13F-HR 0001172661-26-000599 filed by AVALON CAPITAL MANAGEMENT
    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 5,217 shares
    Change vs previous 13F +1,322 shares

    0.41% of the 13F portfolio, value $1,684,274.

    13F-HR 0001172661-25-004386 filed by AVALON CAPITAL MANAGEMENT
    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 3,895 shares
    Change vs previous 13F +33 shares

    0.34% of the 13F portfolio, value $1,277,659.

    13F-HR 0001172661-25-002951 filed by AVALON CAPITAL MANAGEMENT
    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 3,862 shares
    Change vs previous 13F -55 shares

    0.3% of the 13F portfolio, value $1,031,969.

    13F-HR 0001172661-25-001599 filed by AVALON CAPITAL MANAGEMENT
    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 3,917 shares
    Change vs previous 13F +30 shares

    0.3% of the 13F portfolio, value $931,277.

    13F-HR 0001172661-25-000487 filed by AVALON CAPITAL MANAGEMENT
    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 3,887 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,016,428.

    13F-HR 0001172661-24-004616 filed by AVALON CAPITAL MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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