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IMS Capital Management: HE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IMS Capital Management on HE, newest first. How the timeline and the estimate are built.

IMS Capital Management held 33,608 HE shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 33,608 shares
    Change vs previous 13F -614 shares

    0.17% of the 13F portfolio, value $371,032.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 34,222 shares
    Change vs previous 13F -99,315 shares

    0.17% of the 13F portfolio, value $363,780.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 133,537 shares
    Change vs previous 13F +81,090 shares

    0.74% of the 13F portfolio, value $1,462,230.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 52,447 shares
    Change vs previous 13F +485 shares

    0.24% of the 13F portfolio, value $510,309.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 51,962 shares
    Change vs previous 13F +5 shares

    0.23% of the 13F portfolio, value $502,992.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 51,957 shares
    Change vs previous 13F +1,257 shares

    0.29% of the 13F portfolio, value $623,484.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 50,700 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $571,389.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 50,700 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $719,433.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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