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Mezzasalma Advisors, LLC: HEI position timeline

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

Mezzasalma Advisors, LLC held 2,436 HEI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,436 shares
    Change vs previous 13F +1 shares

    0.15% of the 13F portfolio, value $738,546.

    13F-HR 0001864916-26-000005 filed by Mezzasalma Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $867,323.

    13F-HR 0001864916-26-000003 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $667,677.

    13F-HR 0001864916-26-000002 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $801,870.

    13F-HR 0001864916-26-000001 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $786,067.

    13F-HR 0001864916-25-000004 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $798,680.

    13F-HR 0001085146-25-004268 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 2,435 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $650,608.

    13F-HR 0001085146-25-002195 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,435 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $578,897.

    13F-HR 0001085146-25-000546 filed by Mezzasalma Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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