Cambridge Investment Research Advisors, Inc.: HE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cambridge Investment Research Advisors, Inc. on HE, newest first. How the timeline and the estimate are built.
Cambridge Investment Research Advisors, Inc. held 39,378 HE shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F/A 39,378 sharesChange vs previous 13F -4,373 shares
<0.01% of the 13F portfolio, value $533,000.
13F-HR/A 0001419186-26-000006 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 43,751 sharesChange vs previous 13F +3,760 shares
<0.01% of the 13F portfolio, value $649,000.
13F-HR 0001419186-26-000003 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,991 sharesChange vs previous 13F -8,554 shares
<0.01% of the 13F portfolio, value $492,000.
13F-HR 0001419186-26-000001 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 48,545 sharesChange vs previous 13F -3,765 shares
<0.01% of the 13F portfolio, value $536,000.
13F-HR 0001419186-25-000008 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 52,310 sharesChange vs previous 13F -35,862 shares
<0.01% of the 13F portfolio, value $556,000.
13F-HR 0001419186-25-000006 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 88,172 sharesChange vs previous 13F +48,792 shares
<0.01% of the 13F portfolio, value $965,000.
13F-HR 0001419186-25-000004 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 39,380 sharesChange vs previous 13F -23,297 shares
<0.01% of the 13F portfolio, value $383,000.
13F-HR 0001419186-25-000003 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 62,677 sharesChange vs previous 13F not available
<0.01% of the 13F portfolio, value $607,000.
13F-HR 0001419186-24-000006 filed by Cambridge Investment Research Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).