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LaSalle St. Investment Advisors, LLC: HEGD position timeline

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

LaSalle St. Investment Advisors, LLC held 107,561 HEGD shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 107,561 shares
    Change vs previous 13F +473 shares

    0.35% of the 13F portfolio, value $2,867,582.

    13F-HR 0001966193-26-000003 filed by LaSalle St. 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 107,088 shares
    Change vs previous 13F +1,525 shares

    0.37% of the 13F portfolio, value $2,645,096.

    13F-HR 0001966193-26-000002 filed by LaSalle St. 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 105,563 shares
    Change vs previous 13F +19,556 shares

    0.43% of the 13F portfolio, value $2,661,000.

    13F-HR 0001966193-26-000001 filed by LaSalle St. 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 86,007 shares
    Change vs previous 13F +4,334 shares

    0.38% of the 13F portfolio, value $2,143,000.

    13F-HR 0001966193-25-000007 filed by LaSalle St. Investment Advisors, 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 81,673 shares
    Change vs previous 13F +8,176 shares

    0.53% of the 13F portfolio, value $1,919,000.

    13F-HR 0001966193-25-000005 filed by LaSalle St. Investment Advisors, 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 73,497 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,609,000.

    13F-HR 0001966193-25-000003 filed by LaSalle St. Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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