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Disclosery

Jacobi Capital Management LLC: HEI position timeline

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

Jacobi Capital Management LLC held 754 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 754 shares
    Change vs previous 13F -28 shares

    0.01% of the 13F portfolio, value $268,645.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital 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 782 shares
    Change vs previous 13F +26 shares

    0.01% of the 13F portfolio, value $214,485.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital 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 756 shares
    Change vs previous 13F -114 shares

    0.01% of the 13F portfolio, value $244,670.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital 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 870 shares
    Change vs previous 13F +152 shares

    0.02% of the 13F portfolio, value $280,904.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital 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 718 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $235,510.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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