Encompass More Asset Management: HEI position timeline

Encompass More Asset Management held 586 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 586 shares

   Change vs previous 13F +586 shares

   0.03% of the 13F portfolio, value $208,803.

   13F-HR 0001172661-26-002605 filed by Encompass More Asset Management
   Filed 2026-07-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -640 shares

   13F-HR 0001172661-26-001550 filed by Encompass More Asset Management
   Filed 2026-04-28 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-12-31

   13F 640 shares

   Change vs previous 13F -41 shares

   0.04% of the 13F portfolio, value $207,165.

   13F-HR 0001172661-26-000441 filed by Encompass More Asset Management
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 681 shares

   Change vs previous 13F -13 shares

   0.04% of the 13F portfolio, value $219,840.

   13F-HR 0001172661-25-004323 filed by Encompass More Asset Management
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 694 shares

   Change vs previous 13F not available

   0.05% of the 13F portfolio, value $227,632.

   13F-HR 0001172661-25-002930 filed by Encompass More Asset Management
   Filed 2025-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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