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Disclosery

LPL Financial LLC: HEI position timeline

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

LPL Financial LLC held 54,656 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,656 shares
    Change vs previous 13F +3,751 shares

    <0.01% of the 13F portfolio, value $19,467,897.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 50,905 shares
    Change vs previous 13F +10,742 shares

    <0.01% of the 13F portfolio, value $13,958,209.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 40,163 shares
    Change vs previous 13F -365 shares

    <0.01% of the 13F portfolio, value $12,996,377.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 40,528 shares
    Change vs previous 13F -2,441 shares

    <0.01% of the 13F portfolio, value $13,083,259.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 42,969 shares
    Change vs previous 13F +19,018 shares

    <0.01% of the 13F portfolio, value $14,093,993.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 23,951 shares
    Change vs previous 13F -5,939 shares

    <0.01% of the 13F portfolio, value $6,399,497.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 29,890 shares
    Change vs previous 13F +1,772 shares

    <0.01% of the 13F portfolio, value $7,106,064.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 28,118 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,352,420.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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