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Disclosery

First Allied Advisory Services, Inc.: HEI position timeline

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

First Allied Advisory Services, Inc. held 10,799 HEI shares at 2020-09-30 per its 13F-HR filed 2020-11-13.

the latest 13F is the newest step

  1. period ended2020-09-30
    13F 10,799 shares
    Change vs previous 13F +2,581 shares

    0.04% of the 13F portfolio, value $1,130,000.

    13F-HR 0001085146-20-002918 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2020-06-30
    13F 8,218 shares
    Change vs previous 13F +8,218 shares

    0.03% of the 13F portfolio, value $819,000.

    13F-HR 0001085146-20-002189 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2020-03-31
    13F 0 shares
    Change vs previous 13F -1,858 shares

    13F-HR 0001085146-20-001362 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

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

  4. period ended2019-12-31
    13F 1,858 shares
    Change vs previous 13F -655 shares

    0.01% of the 13F portfolio, value $212,000.

    13F-HR 0001085146-20-000484 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2019-09-30
    13F 2,513 shares
    Change vs previous 13F -551 shares

    0.01% of the 13F portfolio, value $314,000.

    13F-HR 0001085146-19-002756 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2019-06-30
    13F 3,064 shares
    Change vs previous 13F +269 shares

    0.01% of the 13F portfolio, value $410,000.

    13F-HR 0001085146-19-002184 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2019-03-31
    13F 2,795 shares
    Change vs previous 13F -395 shares

    0.01% of the 13F portfolio, value $266,000.

    13F-HR 0001085146-19-001353 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2018-12-31
    13F 3,190 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $248,000.

    13F-HR 0001085146-19-000975 filed by First Allied Advisory Services, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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