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IPG Investment Advisors LLC: HEI-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IPG Investment Advisors LLC on HEI-A, newest first. How the timeline and the estimate are built.

IPG Investment Advisors LLC held 30,489 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,489 shares
    Change vs previous 13F -3,052 shares

    1.13% of the 13F portfolio, value $7,863,418.

    13F-HR 0001602237-26-000006 filed by IPG Investment Advisors 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 33,541 shares
    Change vs previous 13F +2,317 shares

    1.22% of the 13F portfolio, value $7,080,170.

    13F-HR 0001602237-26-000004 filed by IPG Investment Advisors 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 31,224 shares
    Change vs previous 13F +9,117 shares

    1.38% of the 13F portfolio, value $7,881,874.

    13F-HR 0001602237-26-000002 filed by IPG Investment Advisors 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 22,107 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $5,617,168.

    13F-HR 0001602237-25-000009 filed by IPG Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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