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Disclosery

PFS Partners, LLC: HEI-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PFS Partners, LLC on HEI-A, newest first. How the timeline and the estimate are built.

PFS Partners, LLC held 8,074 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,074 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $2,082,403.

    13F-HR 0002002654-26-000003 filed by PFS Partners, 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 8,074 shares
    Change vs previous 13F +2 shares

    0.78% of the 13F portfolio, value $1,704,372.

    13F-HR 0002002654-26-000002 filed by PFS Partners, 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 8,072 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $2,037,490.

    13F-HR 0002002654-26-000001 filed by PFS Partners, 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 8,072 shares
    Change vs previous 13F +3 shares

    0.98% of the 13F portfolio, value $2,050,889.

    13F-HR 0002002654-25-000006 filed by PFS Partners, 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 8,069 shares
    Change vs previous 13F 0 shares

    1.05% of the 13F portfolio, value $2,087,758.

    13F-HR 0002002654-25-000004 filed by PFS Partners, 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 8,069 shares
    Change vs previous 13F +4 shares

    0.91% of the 13F portfolio, value $1,702,239.

    13F-HR 0002002654-25-000003 filed by PFS Partners, 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 8,065 shares
    Change vs previous 13F -4,910 shares

    0.82% of the 13F portfolio, value $1,500,736.

    13F-HR 0002002654-25-000001 filed by PFS Partners, 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 12,975 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $2,643,786.

    13F-HR 0002002654-24-000005 filed by PFS Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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