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Norris Financial Group, LLC: HPI position timeline

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

Norris Financial Group, LLC held 22,600 HPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,600 shares
    Change vs previous 13F +2,000 shares

    0.15% of the 13F portfolio, value $366,346.

    13F-HR 0002129318-26-000029 filed by Norris Financial Group, 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 20,600 shares
    Change vs previous 13F +4,500 shares

    0.11% of the 13F portfolio, value $323,214.

    13F-HR 0002129318-26-000002 filed by Norris Financial Group, 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 16,100 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $260,659.

    13F-HR 0002129318-26-000003 filed by Norris Financial Group, 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 16,100 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $279,335.

    13F-HR 0002129318-26-000004 filed by Norris Financial Group, 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 16,100 shares
    Change vs previous 13F -500 shares

    0.11% of the 13F portfolio, value $257,439.

    13F-HR 0002129318-26-000005 filed by Norris Financial Group, 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 16,600 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $275,394.

    13F-HR 0002129318-26-000006 filed by Norris Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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