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Richard Bernstein Advisors LLC: HLNE position timeline

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

Richard Bernstein Advisors LLC held 9,900 HLNE shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 9,900 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $984,060.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 9,900 shares
    Change vs previous 13F -1,060 shares

    0.04% of the 13F portfolio, value $1,329,669.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 10,960 shares
    Change vs previous 13F -16,277 shares

    0.04% of the 13F portfolio, value $1,477,298.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 27,237 shares
    Change vs previous 13F -2,259 shares

    0.1% of the 13F portfolio, value $3,870,921.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 29,496 shares
    Change vs previous 13F -1,199 shares

    0.11% of the 13F portfolio, value $4,385,170.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 30,695 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $4,544,395.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 30,695 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $5,168,731.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 30,695 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,793,288.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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