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Disclosery

Gilbert & Cook, Inc.: HEI-A position timeline

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

Gilbert & Cook, Inc. held 6,163 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,163 shares
    Change vs previous 13F +146 shares

    0.18% of the 13F portfolio, value $1,589,499.

    13F-HR 0001675762-26-000004 filed by Gilbert & Cook, 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 6,017 shares
    Change vs previous 13F -441 shares

    0.16% of the 13F portfolio, value $1,270,129.

    13F-HR 0001675762-26-000003 filed by Gilbert & Cook, 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 6,458 shares
    Change vs previous 13F -123 shares

    0.2% of the 13F portfolio, value $1,630,193.

    13F-HR 0001675762-26-000001 filed by Gilbert & Cook, 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 6,581 shares
    Change vs previous 13F -188 shares

    0.21% of the 13F portfolio, value $1,672,166.

    13F-HR 0001675762-25-000002 filed by Gilbert & Cook, 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 6,769 shares
    Change vs previous 13F -331 shares

    0.24% of the 13F portfolio, value $1,751,479.

    13F-HR 0001765380-25-000281 filed by Gilbert & Cook, 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 7,100 shares
    Change vs previous 13F +190 shares

    0.22% of the 13F portfolio, value $1,497,887.

    13F-HR 0001765380-25-000172 filed by Gilbert & Cook, Inc.
    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 6,910 shares
    Change vs previous 13F -38 shares

    0.18% of the 13F portfolio, value $1,285,813.

    13F-HR 0001765380-25-000007 filed by Gilbert & Cook, Inc.
    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 6,948 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,415,724.

    13F-HR 0001765380-24-000405 filed by Gilbert & Cook, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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