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COMMONWEALTH EQUITY SERVICES, LLC: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of COMMONWEALTH EQUITY SERVICES, LLC on HEI, newest first. How the timeline and the estimate are built.

COMMONWEALTH EQUITY SERVICES, LLC held 13,438 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,438 shares
    Change vs previous 13F -787 shares

    0.01% of the 13F portfolio, value $4,786,640.

    13F-HR 0000312272-26-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 14,225 shares
    Change vs previous 13F -893 shares

    0.01% of the 13F portfolio, value $3,900,430.

    13F-HR 0000312272-26-000018 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 15,118 shares
    Change vs previous 13F -132 shares

    0.01% of the 13F portfolio, value $4,891,980.

    13F-HR 0000312272-26-000007 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 15,250 shares
    Change vs previous 13F +59 shares

    0.01% of the 13F portfolio, value $4,923,000.

    13F-HR 0000312272-25-000021 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 15,191 shares
    Change vs previous 13F +915 shares

    0.01% of the 13F portfolio, value $4,983,000.

    13F-HR 0000312272-25-000015 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 14,276 shares
    Change vs previous 13F -1,316 shares

    0.01% of the 13F portfolio, value $3,814,000.

    13F-HR 0000312272-25-000010 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 15,592 shares
    Change vs previous 13F -1,443 shares

    0.01% of the 13F portfolio, value $3,707,000.

    13F-HR 0000312272-25-000002 filed by COMMONWEALTH EQUITY SERVICES, LLC
    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 17,035 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,454,000.

    13F-HR 0000312272-24-000020 filed by COMMONWEALTH EQUITY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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