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DIVIDEND ASSETS CAPITAL, LLC: HEI position timeline

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

DIVIDEND ASSETS CAPITAL, LLC held 39,203 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 39,203 shares
    Change vs previous 13F +2,169 shares

    2.7% of the 13F portfolio, value $13,963,820.

    13F-HR 0001999371-26-017653 filed by DIVIDEND ASSETS 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 37,034 shares
    Change vs previous 13F +3,433 shares

    2.03% of the 13F portfolio, value $10,154,817.

    13F-HR 0001999371-26-009260 filed by DIVIDEND ASSETS 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 33,601 shares
    Change vs previous 13F +1,779 shares

    2.08% of the 13F portfolio, value $10,873,028.

    13F-HR 0001999371-26-003138 filed by DIVIDEND ASSETS 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 31,822 shares
    Change vs previous 13F -198 shares

    1.8% of the 13F portfolio, value $10,272,626.

    13F-HR 0001999371-25-017426 filed by DIVIDEND ASSETS 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 32,020 shares
    Change vs previous 13F -1,378 shares

    1.91% of the 13F portfolio, value $10,502,697.

    13F-HR 0001999371-25-011341 filed by DIVIDEND ASSETS 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 33,398 shares
    Change vs previous 13F +5,177 shares

    1.69% of the 13F portfolio, value $8,923,557.

    13F-HR 0001999371-25-004209 filed by DIVIDEND ASSETS 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 28,221 shares
    Change vs previous 13F +1,441 shares

    1.3% of the 13F portfolio, value $6,709,328.

    13F-HR 0001839882-25-006045 filed by DIVIDEND ASSETS 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 26,780 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $7,002,509.

    13F-HR 0001999371-24-014748 filed by DIVIDEND ASSETS CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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