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Disclosery

LPL Financial LLC: HEI-A position timeline

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

LPL Financial LLC held 88,556 HEI-A 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 88,556 shares
    Change vs previous 13F +7,904 shares

    0.01% of the 13F portfolio, value $22,839,604.

    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 80,652 shares
    Change vs previous 13F +11,723 shares

    <0.01% of the 13F portfolio, value $17,024,851.

    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 68,929 shares
    Change vs previous 13F -9,105 shares

    <0.01% of the 13F portfolio, value $17,399,697.

    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 78,034 shares
    Change vs previous 13F +15,352 shares

    0.01% of the 13F portfolio, value $19,827,633.

    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 62,682 shares
    Change vs previous 13F +10,141 shares

    0.01% of the 13F portfolio, value $16,219,044.

    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 52,541 shares
    Change vs previous 13F +4,797 shares

    <0.01% of the 13F portfolio, value $11,084,655.

    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 47,744 shares
    Change vs previous 13F +9,477 shares

    <0.01% of the 13F portfolio, value $8,884,244.

    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 38,267 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $7,797,268.

    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).