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MinichMacGregor Wealth Management, LLC: HEI position timeline

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

MinichMacGregor Wealth Management, LLC held 22,870 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 22,870 shares
    Change vs previous 13F -13,743 shares

    1.24% of the 13F portfolio, value $8,146,243.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, 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 36,613 shares
    Change vs previous 13F +4,662 shares

    1.77% of the 13F portfolio, value $10,039,537.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, 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 31,951 shares
    Change vs previous 13F +5,586 shares

    1.87% of the 13F portfolio, value $10,339,269.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, 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 26,365 shares
    Change vs previous 13F +1,174 shares

    1.66% of the 13F portfolio, value $8,509,327.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, 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 25,191 shares
    Change vs previous 13F -13,284 shares

    1.77% of the 13F portfolio, value $8,262,760.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, 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 38,475 shares
    Change vs previous 13F +3,711 shares

    2.3% of the 13F portfolio, value $10,280,226.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, 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 34,764 shares
    Change vs previous 13F +1,746 shares

    1.72% of the 13F portfolio, value $8,264,837.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, 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 33,018 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $8,633,595.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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