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Disclosery

HYMAN CHARLES D: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HYMAN CHARLES D on HEI, newest first. How the timeline and the estimate are built.

HYMAN CHARLES D held 94,910 HEI shares at 2024-06-30 per its 13F-HR filed 2024-07-25.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 94,910 shares
    Change vs previous 13F -712 shares

    1.18% of the 13F portfolio, value $21,223,000.

    13F-HR 0001135077-24-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 95,622 shares
    Change vs previous 13F -100 shares

    1.01% of the 13F portfolio, value $18,264,000.

    13F-HR 0001135077-24-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 95,722 shares
    Change vs previous 13F -610 shares

    1.02% of the 13F portfolio, value $17,122,000.

    13F-HR 0001135077-24-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 96,332 shares
    Change vs previous 13F +750 shares

    1.01% of the 13F portfolio, value $15,599,000.

    13F-HR 0001135077-23-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 95,582 shares
    Change vs previous 13F +1,517 shares

    1.06% of the 13F portfolio, value $16,912,000.

    13F-HR 0001135077-23-000003 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 94,065 shares
    Change vs previous 13F +244 shares

    1.07% of the 13F portfolio, value $16,089,000.

    13F-HR 0001135077-23-000002 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 93,821 shares
    Change vs previous 13F -135 shares

    0.98% of the 13F portfolio, value $14,415,000.

    13F-HR 0001135077-23-000001 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-09-30
    13F 93,956 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $13,528,000.

    13F-HR 0001135077-22-000004 filed by HYMAN CHARLES D
    Filed (acceptance time not in the bulk data set), ingested

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