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CONGRESS ASSET MANAGEMENT CO: HEI position timeline

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

CONGRESS ASSET MANAGEMENT CO held 204,653 HEI shares at 2026-09-30 per its 13F-HR filed 2026-10-06.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 204,653 shares
    Change vs previous 13F -6,102 shares

    0.4% of the 13F portfolio, value $62,046,674.

    13F-HR 0000897378-26-000015 filed by CONGRESS ASSET MANAGEMENT CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 210,755 shares
    Change vs previous 13F +455 shares

    0.46% of the 13F portfolio, value $75,068,973.

    13F-HR 0000897378-26-000010 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 210,300 shares
    Change vs previous 13F -12,997 shares

    0.41% of the 13F portfolio, value $57,664,375.

    13F-HR 0000897378-26-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 223,297 shares
    Change vs previous 13F -49,186 shares

    0.51% of the 13F portfolio, value $72,256,781.

    13F-HR 0000897378-26-000002 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 272,483 shares
    Change vs previous 13F -35,974 shares

    0.59% of the 13F portfolio, value $87,963,067.

    13F-HR 0000897378-25-000016 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 308,457 shares
    Change vs previous 13F +242,264 shares

    0.69% of the 13F portfolio, value $101,173,949.

    13F-HR 0000897378-25-000005 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 66,193 shares
    Change vs previous 13F +828 shares

    0.13% of the 13F portfolio, value $17,686,151.

    13F-HR 0000897378-25-000003 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 65,365 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $15,539,905.

    13F-HR 0000897378-25-000001 filed by CONGRESS ASSET MANAGEMENT CO
    Filed (acceptance time not in the bulk data set), ingested

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