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PARTNERS CAPITAL INVESTMENT GROUP, LLP: HEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PARTNERS CAPITAL INVESTMENT GROUP, LLP on HEFA, newest first. How the timeline and the estimate are built.

PARTNERS CAPITAL INVESTMENT GROUP, LLP held 3,419,467 HEFA 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 3,419,467 shares
    Change vs previous 13F -159,750 shares

    5.66% of the 13F portfolio, value $160,458,490.

    13F-HR 0001104659-26-096053 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 3,579,217 shares
    Change vs previous 13F +136,946 shares

    5.73% of the 13F portfolio, value $152,098,833.

    13F-HR 0001104659-26-059167 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 3,442,271 shares
    Change vs previous 13F +107,544 shares

    5.31% of the 13F portfolio, value $142,372,333.

    13F-HR 0001104659-26-014776 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 3,334,727 shares
    Change vs previous 13F +143,990 shares

    5.25% of the 13F portfolio, value $132,088,523.

    13F-HR 0001104659-25-104708 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 3,190,737 shares
    Change vs previous 13F -2,898,678 shares

    4.85% of the 13F portfolio, value $121,120,388.

    13F-HR 0001104659-25-078417 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 6,089,415 shares
    Change vs previous 13F +3,822,175 shares

    3.74% of the 13F portfolio, value $220,984,857.

    13F-HR 0001104659-25-048299 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 2,267,240 shares
    Change vs previous 13F -2,638,250 shares

    2.17% of the 13F portfolio, value $78,786,588.

    13F-HR 0001104659-25-007846 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    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 4,905,490 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $173,752,463.

    13F-HR 0001104659-24-114237 filed by PARTNERS CAPITAL INVESTMENT GROUP, LLP
    Filed (acceptance time not in the bulk data set), ingested

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