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Disclosery

Fiduciary Group, LLC: HEI-A position timeline

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

Fiduciary Group, LLC held 6,077 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,077 shares
    Change vs previous 13F -73 shares

    0.12% of the 13F portfolio, value $1,567,319.

    13F-HR 0001645890-26-000003 filed by Fiduciary Group, 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 6,150 shares
    Change vs previous 13F -10 shares

    0.11% of the 13F portfolio, value $1,298,206.

    13F-HR 0001645890-26-000002 filed by Fiduciary Group, 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 6,160 shares
    Change vs previous 13F -46 shares

    0.13% of the 13F portfolio, value $1,554,971.

    13F-HR 0001645890-26-000001 filed by Fiduciary Group, 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 6,206 shares
    Change vs previous 13F -116 shares

    0.14% of the 13F portfolio, value $1,576,885.

    13F-HR 0001645890-25-000013 filed by Fiduciary Group, 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 6,322 shares
    Change vs previous 13F -39 shares

    0.15% of the 13F portfolio, value $1,635,820.

    13F-HR 0001645890-25-000004 filed by Fiduciary Group, 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 6,361 shares
    Change vs previous 13F -48 shares

    0.13% of the 13F portfolio, value $1,341,982.

    13F-HR 0001645890-25-000003 filed by Fiduciary Group, 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 6,409 shares
    Change vs previous 13F -248 shares

    0.12% of the 13F portfolio, value $1,192,589.

    13F-HR 0001645890-25-000001 filed by Fiduciary Group, 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 6,657 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,356,432.

    13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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