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Disclosery

PATRICK M SWEENEY & ASSOCIATES, INC: HLN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PATRICK M SWEENEY & ASSOCIATES, INC on HLN, newest first. How the timeline and the estimate are built.

PATRICK M SWEENEY & ASSOCIATES, INC held 0 HLN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 0 shares
    Change vs previous 13F -26,868 shares

    13F-HR 0002010453-26-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-03-31
    13F 26,868 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $268,949.

    13F-HR 0002010453-26-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 26,868 shares
    Change vs previous 13F -23,000 shares

    0.17% of the 13F portfolio, value $271,635.

    13F-HR 0002010453-26-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 49,868 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $447,316.

    13F-HR 0002010453-25-000007 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 49,868 shares
    Change vs previous 13F -30,000 shares

    0.35% of the 13F portfolio, value $511,147.

    13F-HR 0002010453-25-000003 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 79,868 shares
    Change vs previous 13F +9,825 shares

    0.61% of the 13F portfolio, value $821,842.

    13F-HR 0002010453-25-000002 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 70,043 shares
    Change vs previous 13F -26,500 shares

    0.5% of the 13F portfolio, value $668,210.

    13F-HR 0002010453-25-000001 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    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 96,543 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $1,021,425.

    13F-HR 0002010453-24-000005 filed by PATRICK M SWEENEY & ASSOCIATES, INC
    Filed (acceptance time not in the bulk data set), ingested

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