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Cetera Investment Advisers: HEI position timeline

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

Cetera Investment Advisers held 28,667 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,667 shares
    Change vs previous 13F -630 shares

    0.01% of the 13F portfolio, value $10,210,658.

    13F-HR 0001666741-26-000004 filed by Cetera Investment Advisers
    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 29,297 shares
    Change vs previous 13F -10,589 shares

    0.01% of the 13F portfolio, value $8,033,268.

    13F-HR 0001666741-26-000002 filed by Cetera Investment Advisers
    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 39,886 shares
    Change vs previous 13F +826 shares

    0.01% of the 13F portfolio, value $12,906,695.

    13F-HR 0001666741-26-000001 filed by Cetera Investment Advisers
    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 39,060 shares
    Change vs previous 13F +8,742 shares

    0.01% of the 13F portfolio, value $12,609,393.

    13F-HR 0001085146-25-005999 filed by Cetera Investment Advisers
    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 30,318 shares
    Change vs previous 13F +245 shares

    0.02% of the 13F portfolio, value $9,944,239.

    13F-HR 0001085146-25-004744 filed by Cetera Investment Advisers
    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 30,073 shares
    Change vs previous 13F +2,106 shares

    0.02% of the 13F portfolio, value $8,035,152.

    13F-HR 0001085146-25-002658 filed by Cetera Investment Advisers
    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 27,967 shares
    Change vs previous 13F -1,088 shares

    0.01% of the 13F portfolio, value $6,648,769.

    13F-HR 0001085146-25-001367 filed by Cetera Investment Advisers
    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 29,055 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,597,189.

    13F-HR 0001085146-24-005656 filed by Cetera Investment Advisers
    Filed (acceptance time not in the bulk data set), ingested

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