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Disclosery

Global Trust Asset Management, LLC: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Global Trust Asset Management, LLC on HEI, newest first. How the timeline and the estimate are built.

Global Trust Asset Management, LLC held 4,380 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,380 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,560,112.

    13F-HR 0001398344-26-013295 filed by Global Trust Asset 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 4,380 shares
    Change vs previous 13F +150 shares

    0.46% of the 13F portfolio, value $1,200,996.

    13F-HR 0001398344-26-006956 filed by Global Trust Asset 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 4,230 shares
    Change vs previous 13F -380 shares

    0.54% of the 13F portfolio, value $1,368,786.

    13F-HR 0001398344-26-000855 filed by Global Trust Asset 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 4,610 shares
    Change vs previous 13F 0 shares

    0.67% of the 13F portfolio, value $1,488,200.

    13F-HR 0001398344-25-019886 filed by Global Trust Asset 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 4,610 shares
    Change vs previous 13F +2,730 shares

    0.81% of the 13F portfolio, value $1,512,080.

    13F-HR 0001398344-25-013254 filed by Global Trust Asset 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 1,880 shares
    Change vs previous 13F +1,880 shares

    0.31% of the 13F portfolio, value $502,317.

    13F-HR 0001398344-25-007282 filed by Global Trust Asset 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 0 shares
    Change vs previous 13F -550 shares

    13F-HR 0001398344-25-000775 filed by Global Trust Asset Management, LLC
    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.

  8. period ended2024-09-30
    13F 550 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $143,814.

    13F-HR 0001398344-24-019209 filed by Global Trust Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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