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Disclosery

Lester Murray Antman dba SimplyRich: HLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lester Murray Antman dba SimplyRich on HLN, newest first. How the timeline and the estimate are built.

Lester Murray Antman dba SimplyRich held 0 HLN shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -65,763 shares

    13F-HR 0001725888-26-000003 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 65,763 shares
    Change vs previous 13F -588 shares

    0.17% of the 13F portfolio, value $658,000.

    13F-HR 0001725888-26-000002 filed by Lester Murray Antman dba SimplyRich
    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 66,351 shares
    Change vs previous 13F +302 shares

    0.18% of the 13F portfolio, value $670,000.

    13F-HR 0001725888-26-000001 filed by Lester Murray Antman dba SimplyRich
    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 66,049 shares
    Change vs previous 13F +2,783 shares

    0.16% of the 13F portfolio, value $592,000.

    13F-HR 0001725888-25-000004 filed by Lester Murray Antman dba SimplyRich
    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 63,266 shares
    Change vs previous 13F +733 shares

    0.18% of the 13F portfolio, value $656,000.

    13F-HR 0001725888-25-000001 filed by Lester Murray Antman dba SimplyRich
    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 62,533 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $643,000.

    13F-HR 0001842974-25-000009 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 62,533 shares
    Change vs previous 13F -588 shares

    0.17% of the 13F portfolio, value $596,000.

    13F-HR 0001907157-25-000002 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 63,121 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $667,000.

    13F-HR 0001792704-24-000019 filed by Lester Murray Antman dba SimplyRich
    Filed (acceptance time not in the bulk data set), ingested

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