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Disclosery

O'SHAUGHNESSY ASSET MANAGEMENT, LLC: HEI position timeline

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

O'SHAUGHNESSY ASSET MANAGEMENT, LLC held 3,441 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,441 shares
    Change vs previous 13F +158 shares

    0.01% of the 13F portfolio, value $1,225,650.

    13F-HR 0001423442-26-000003 filed by O'SHAUGHNESSY ASSET 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 3,283 shares
    Change vs previous 13F +133 shares

    <0.01% of the 13F portfolio, value $900,199.

    13F-HR 0001423442-26-000002 filed by O'SHAUGHNESSY ASSET 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 3,150 shares
    Change vs previous 13F -8 shares

    0.01% of the 13F portfolio, value $1,019,309.

    13F-HR 0001423442-26-000001 filed by O'SHAUGHNESSY ASSET 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 3,158 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $1,019,466.

    13F-HR 0001423442-25-000009 filed by O'SHAUGHNESSY ASSET 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 2,750 shares
    Change vs previous 13F +235 shares

    0.01% of the 13F portfolio, value $902,000.

    13F-HR 0001423442-25-000008 filed by O'SHAUGHNESSY ASSET 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 2,515 shares
    Change vs previous 13F +194 shares

    0.01% of the 13F portfolio, value $671,983.

    13F-HR 0001423442-25-000003 filed by O'SHAUGHNESSY ASSET 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 2,321 shares
    Change vs previous 13F +39 shares

    <0.01% of the 13F portfolio, value $551,795.

    13F-HR 0001423442-25-000001 filed by O'SHAUGHNESSY ASSET 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 2,282 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $607,446.

    13F-HR 0001423442-24-000011 filed by O'SHAUGHNESSY ASSET MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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