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Disclosery

Curi Capital, LLC: HEI position timeline

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

Curi Capital, LLC held 19,470 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,470 shares
    Change vs previous 13F +6,661 shares

    0.11% of the 13F portfolio, value $6,935,021.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 12,809 shares
    Change vs previous 13F -252 shares

    0.06% of the 13F portfolio, value $3,512,229.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 13,061 shares
    Change vs previous 13F -419 shares

    0.07% of the 13F portfolio, value $4,226,410.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 13,480 shares
    Change vs previous 13F -87 shares

    0.08% of the 13F portfolio, value $4,351,615.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 13,567 shares
    Change vs previous 13F +1,237 shares

    0.08% of the 13F portfolio, value $4,449,976.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 12,330 shares
    Change vs previous 13F +8 shares

    0.08% of the 13F portfolio, value $3,294,453.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 12,322 shares
    Change vs previous 13F +405 shares

    0.07% of the 13F portfolio, value $2,929,432.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 11,917 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $3,116,057.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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