Semanteon Capital Management, LP: HEI position timeline

Semanteon Capital Management, LP held 712 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 712 shares

   Change vs previous 13F +712 shares

   1.14% of the 13F portfolio, value $253,607.

   13F-HR 0001738809-26-000005 filed by Semanteon Capital Management, LP
   Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -1,755 shares

   13F-HR 0002085853-26-000232 filed by Semanteon Capital Management, LP
   Filed 2026-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

3. period ended2025-09-30

   13F 1,755 shares

   Change vs previous 13F -2,944 shares

   0.71% of the 13F portfolio, value $566,549.

   13F-HR 0002085853-25-000245 filed by Semanteon Capital Management, LP
   Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 4,699 shares

   Change vs previous 13F -1,066 shares

   2.32% of the 13F portfolio, value $1,541,272.

   13F-HR 0001667731-25-001081 filed by Semanteon Capital Management, LP
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2025-03-31

   13F 5,765 shares

   Change vs previous 13F -355 shares

   0.84% of the 13F portfolio, value $1,540,350.

   13F-HR 0001667731-25-000619 filed by Semanteon Capital Management, LP
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

6. period ended2024-12-31

   13F 6,120 shares

   Change vs previous 13F +1,489 shares

   0.78% of the 13F portfolio, value $1,454,969.

   13F-HR 0001667731-25-000236 filed by Semanteon Capital Management, LP
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

7. period ended2024-09-30

   13F 4,631 shares

   Change vs previous 13F not available

   0.82% of the 13F portfolio, value $1,210,914.

   13F-HR 0001738809-24-000004 filed by Semanteon Capital Management, LP
   Filed 2024-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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