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Roundview Capital LLC: HEI position timeline

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

Roundview Capital LLC held 25,193 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,193 shares
    Change vs previous 13F +343 shares

    0.49% of the 13F portfolio, value $8,973,495.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 24,850 shares
    Change vs previous 13F +12 shares

    0.42% of the 13F portfolio, value $6,813,870.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 24,838 shares
    Change vs previous 13F -3 shares

    0.49% of the 13F portfolio, value $8,037,329.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 24,841 shares
    Change vs previous 13F +37 shares

    0.51% of the 13F portfolio, value $8,019,172.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 24,804 shares
    Change vs previous 13F +848 shares

    0.54% of the 13F portfolio, value $8,135,712.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 23,956 shares
    Change vs previous 13F +802 shares

    0.46% of the 13F portfolio, value $6,400,804.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 23,154 shares
    Change vs previous 13F +1,163 shares

    0.38% of the 13F portfolio, value $5,504,632.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 21,991 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $5,750,207.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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