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Disclosery

Lindbrook Capital, LLC: HE position timeline

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

Lindbrook Capital, LLC held 1,846 HE shares at 2025-03-31 per its 13F-HR filed 2025-05-05.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 1,846 shares
    Change vs previous 13F +379 shares

    <0.01% of the 13F portfolio, value $20,214.

    13F-HR 0001767045-25-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 1,467 shares
    Change vs previous 13F +493 shares

    <0.01% of the 13F portfolio, value $14,274.

    13F-HR 0001767045-25-000001 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 974 shares
    Change vs previous 13F -1,108 shares

    <0.01% of the 13F portfolio, value $9,428.

    13F-HR 0001767045-24-000006 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,082 shares
    Change vs previous 13F +507 shares

    <0.01% of the 13F portfolio, value $18,780.

    13F-HR 0001767045-24-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 1,575 shares
    Change vs previous 13F +1,575 shares

    <0.01% of the 13F portfolio, value $17,750.

    13F-HR 0001767045-24-000002 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 0 shares
    Change vs previous 13F -305 shares

    13F-HR 0001767045-23-000004 filed by Lindbrook Capital, LLC
    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.

  7. period ended2023-06-30
    13F 305 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $11,041.

    13F-HR 0001767045-23-000003 filed by Lindbrook Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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