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Disclosery

Linden Thomas Advisory Services, LLC: HEI position timeline

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

Linden Thomas Advisory Services, LLC held 26,170 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,170 shares
    Change vs previous 13F -645 shares

    0.75% of the 13F portfolio, value $9,321,492.

    13F-HR 0001965702-26-000008 filed by Linden Thomas Advisory Services, 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 26,815 shares
    Change vs previous 13F +347 shares

    0.71% of the 13F portfolio, value $7,352,673.

    13F-HR 0001965702-26-000006 filed by Linden Thomas Advisory Services, 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 26,468 shares
    Change vs previous 13F +185 shares

    0.87% of the 13F portfolio, value $8,564,780.

    13F-HR 0001965702-26-000002 filed by Linden Thomas Advisory Services, 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 26,283 shares
    Change vs previous 13F +761 shares

    0.86% of the 13F portfolio, value $8,484,678.

    13F-HR 0001965702-25-000009 filed by Linden Thomas Advisory Services, 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 25,522 shares
    Change vs previous 13F +18,936 shares

    0.92% of the 13F portfolio, value $8,371,216.

    13F-HR 0001085146-25-004378 filed by Linden Thomas Advisory Services, 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 6,586 shares
    Change vs previous 13F +73 shares

    0.23% of the 13F portfolio, value $1,759,713.

    13F-HR 0001085146-25-002486 filed by Linden Thomas Advisory Services, LLC
    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 6,513 shares
    Change vs previous 13F -15 shares

    0.2% of the 13F portfolio, value $1,548,401.

    13F-HR 0001085146-25-000376 filed by Linden Thomas Advisory Services, LLC
    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 6,528 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,706,941.

    13F-HR 0001085146-24-004979 filed by Linden Thomas Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

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