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PFG Advisors: HEI position timeline

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

PFG Advisors held 8,883 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,883 shares
    Change vs previous 13F +736 shares

    0.16% of the 13F portfolio, value $3,164,037.

    13F-HR 0001694435-26-000003 filed by PFG Advisors
    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 8,147 shares
    Change vs previous 13F +40 shares

    0.11% of the 13F portfolio, value $2,233,907.

    13F-HR 0001694435-26-000002 filed by PFG Advisors
    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 8,107 shares
    Change vs previous 13F -7,758 shares

    0.13% of the 13F portfolio, value $2,623,344.

    13F-HR 0001694435-26-000001 filed by PFG Advisors
    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 15,865 shares
    Change vs previous 13F +814 shares

    0.21% of the 13F portfolio, value $5,121,540.

    13F-HR 0001694435-25-000003 filed by PFG Advisors
    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 15,051 shares
    Change vs previous 13F +2,723 shares

    0.23% of the 13F portfolio, value $4,936,729.

    13F-HR 0001085146-25-004663 filed by PFG Advisors
    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 12,328 shares
    Change vs previous 13F +3,368 shares

    0.18% of the 13F portfolio, value $3,293,919.

    13F-HR 0001085146-25-002613 filed by PFG Advisors
    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 8,960 shares
    Change vs previous 13F +70 shares

    0.13% of the 13F portfolio, value $2,130,150.

    13F-HR 0001085146-25-000915 filed by PFG Advisors
    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 8,890 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $2,324,557.

    13F-HR 0001085146-24-004903 filed by PFG Advisors
    Filed (acceptance time not in the bulk data set), ingested

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