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Disclosery

&PARTNERS: HEI position timeline

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

&PARTNERS held 2,197 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,197 shares
    Change vs previous 13F -64 shares

    <0.01% of the 13F portfolio, value $782,688.

    13F-HR 0001214659-26-010148 filed by &PARTNERS
    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 2,261 shares
    Change vs previous 13F +183 shares

    <0.01% of the 13F portfolio, value $618,174.

    13F-HR 0001214659-26-006256 filed by &PARTNERS
    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 2,078 shares
    Change vs previous 13F +770 shares

    <0.01% of the 13F portfolio, value $672,455.

    13F-HR 0001214659-26-001828 filed by &PARTNERS
    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 1,308 shares
    Change vs previous 13F +393 shares

    <0.01% of the 13F portfolio, value $422,284.

    13F-HR 0001214659-25-016487 filed by &PARTNERS
    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 915 shares
    Change vs previous 13F -15 shares

    <0.01% of the 13F portfolio, value $306,702.

    13F-HR 0001214659-25-012047 filed by &PARTNERS
    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 930 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $247,458.

    13F-HR 0001214659-25-007673 filed by &PARTNERS
    Filed (acceptance time not in the bulk data set), ingested

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