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Prospera Financial Services Inc: HEI position timeline

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

Prospera Financial Services Inc held 69,140 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,140 shares
    Change vs previous 13F -624 shares

    0.36% of the 13F portfolio, value $24,628,055.

    13F-HR 0001541625-26-000003 filed by Prospera Financial Services Inc
    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 69,764 shares
    Change vs previous 13F +4,436 shares

    0.31% of the 13F portfolio, value $19,131,023.

    13F-HR 0001541625-26-000002 filed by Prospera Financial Services 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 65,328 shares
    Change vs previous 13F +549 shares

    0.35% of the 13F portfolio, value $21,143,165.

    13F-HR 0001541625-26-000001 filed by Prospera Financial Services 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 64,779 shares
    Change vs previous 13F +203 shares

    0.36% of the 13F portfolio, value $20,912,407.

    13F-HR 0001541625-25-000005 filed by Prospera Financial Services 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 64,576 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $21,181,407.

    13F-HR 0001085146-25-004598 filed by Prospera Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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