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GENEVA CAPITAL MANAGEMENT LLC: HLNE position timeline

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

GENEVA CAPITAL MANAGEMENT LLC held 148,795 HLNE shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 148,795 shares
    Change vs previous 13F -125,899 shares

    0.27% of the 13F portfolio, value $11,729,508.

    13F-HR 0001009232-26-000009 filed by GENEVA CAPITAL MANAGEMENT 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 274,694 shares
    Change vs previous 13F -35,655 shares

    0.58% of the 13F portfolio, value $27,304,632.

    13F-HR 0001009232-26-000006 filed by GENEVA CAPITAL MANAGEMENT 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 310,349 shares
    Change vs previous 13F +37,689 shares

    0.78% of the 13F portfolio, value $41,683,021.

    13F-HR 0001009232-26-000002 filed by GENEVA CAPITAL MANAGEMENT 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 272,660 shares
    Change vs previous 13F +141 shares

    0.63% of the 13F portfolio, value $36,751,809.

    13F-HR 0001009232-25-000016 filed by GENEVA CAPITAL MANAGEMENT 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 272,519 shares
    Change vs previous 13F +15,262 shares

    0.65% of the 13F portfolio, value $38,730,391.

    13F-HR 0001009232-25-000010 filed by GENEVA CAPITAL MANAGEMENT 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 257,257 shares
    Change vs previous 13F +670 shares

    0.71% of the 13F portfolio, value $38,246,336.

    13F-HR 0001009232-25-000005 filed by GENEVA CAPITAL MANAGEMENT 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 256,587 shares
    Change vs previous 13F -2,152 shares

    0.66% of the 13F portfolio, value $37,987,717.

    13F-HR 0001009232-25-000003 filed by GENEVA CAPITAL MANAGEMENT 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 258,739 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $43,569,142.

    13F-HR 0001009232-24-000014 filed by GENEVA CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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