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Disclosery

Ethic Inc.: HEI position timeline

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

Ethic Inc. held 1,179 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,179 shares
    Change vs previous 13F -13,437 shares

    0.01% of the 13F portfolio, value $419,952.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 14,616 shares
    Change vs previous 13F +13,703 shares

    0.05% of the 13F portfolio, value $3,153,830.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 913 shares
    Change vs previous 13F +22 shares

    <0.01% of the 13F portfolio, value $295,438.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 891 shares
    Change vs previous 13F -6 shares

    <0.01% of the 13F portfolio, value $287,633.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 897 shares
    Change vs previous 13F -159 shares

    0.01% of the 13F portfolio, value $292,180.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 1,056 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $285,347.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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