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Crown Oak Advisors, LLC: HEI-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Crown Oak Advisors, LLC on HEI-A, newest first. How the timeline and the estimate are built.

Crown Oak Advisors, LLC held 87,628 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,628 shares
    Change vs previous 13F +22,114 shares

    10.53% of the 13F portfolio, value $22,600,207.

    13F-HR 0002009273-26-000003 filed by Crown Oak Advisors, 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 65,514 shares
    Change vs previous 13F +2 shares

    6.94% of the 13F portfolio, value $13,829,407.

    13F-HR 0002009273-26-000002 filed by Crown Oak Advisors, 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 65,512 shares
    Change vs previous 13F +1 shares

    7.84% of the 13F portfolio, value $16,537,315.

    13F-HR 0002009273-26-000001 filed by Crown Oak Advisors, 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 65,511 shares
    Change vs previous 13F 0 shares

    8.02% of the 13F portfolio, value $16,950,859.

    13F-HR 0002009273-25-000002 filed by Crown Oak Advisors, 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 65,511 shares
    Change vs previous 13F 0 shares

    8.02% of the 13F portfolio, value $16,950,859.

    13F-HR 0001221073-25-000058 filed by Crown Oak Advisors, 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 65,511 shares
    Change vs previous 13F +3 shares

    6.98% of the 13F portfolio, value $13,820,764.

    13F-HR 0001221073-25-000037 filed by Crown Oak Advisors, 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 65,508 shares
    Change vs previous 13F 0 shares

    6.28% of the 13F portfolio, value $12,189,770.

    13F-HR 0001221073-25-000003 filed by Crown Oak Advisors, 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 65,508 shares
    Change vs previous 13F not available

    7.42% of the 13F portfolio, value $13,347,955.

    13F-HR 0001221073-24-000085 filed by Crown Oak Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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