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Private Advisor Group, LLC: HEI position timeline

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

Private Advisor Group, LLC held 11,594 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,594 shares
    Change vs previous 13F -377 shares

    0.02% of the 13F portfolio, value $4,129,839.

    13F-HR 0001567755-26-000003 filed by Private Advisor Group, 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 11,971 shares
    Change vs previous 13F -13 shares

    0.02% of the 13F portfolio, value $3,282,579.

    13F-HR 0001567755-26-000002 filed by Private Advisor Group, 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 11,984 shares
    Change vs previous 13F +229 shares

    0.02% of the 13F portfolio, value $3,878,051.

    13F-HR 0001567755-26-000001 filed by Private Advisor Group, 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 11,755 shares
    Change vs previous 13F -1,162 shares

    0.02% of the 13F portfolio, value $3,794,878.

    13F-HR 0001567755-25-000002 filed by Private Advisor Group, 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 12,917 shares
    Change vs previous 13F -5,737 shares

    0.02% of the 13F portfolio, value $4,236,887.

    13F-HR 0001085146-25-004775 filed by Private Advisor Group, 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 18,654 shares
    Change vs previous 13F +7,500 shares

    0.03% of the 13F portfolio, value $4,984,260.

    13F-HR 0001085146-25-002584 filed by Private Advisor Group, 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 11,154 shares
    Change vs previous 13F +328 shares

    0.01% of the 13F portfolio, value $2,651,789.

    13F-HR 0001085146-25-000667 filed by Private Advisor Group, 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 10,826 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,830,835.

    13F-HR 0001085146-24-005050 filed by Private Advisor Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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