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SILVERCREST ASSET MANAGEMENT GROUP LLC: HLIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SILVERCREST ASSET MANAGEMENT GROUP LLC on HLIO, newest first. How the timeline and the estimate are built.

SILVERCREST ASSET MANAGEMENT GROUP LLC held 165,273 HLIO shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,273 shares
    Change vs previous 13F -14,869 shares

    0.1% of the 13F portfolio, value $14,750,615.

    13F-HR 0001193125-26-352195 filed by SILVERCREST ASSET MANAGEMENT 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 180,142 shares
    Change vs previous 13F -105,276 shares

    0.08% of the 13F portfolio, value $11,656,989.

    13F-HR 0001193125-26-225668 filed by SILVERCREST ASSET MANAGEMENT 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 285,418 shares
    Change vs previous 13F +285,418 shares

    0.1% of the 13F portfolio, value $15,267,009.

    13F-HR 0001193125-26-053826 filed by SILVERCREST ASSET MANAGEMENT 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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -184,917 shares

    13F-HR 0000950123-25-008009 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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

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

  5. period ended2025-03-31
    13F 184,917 shares
    Change vs previous 13F -542 shares

    0.04% of the 13F portfolio, value $5,933,987.

    13F-HR 0000950123-25-005582 filed by SILVERCREST ASSET MANAGEMENT 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 ended2024-12-31
    13F 185,459 shares
    Change vs previous 13F -940 shares

    0.06% of the 13F portfolio, value $8,278,890.

    13F-HR 0000950123-25-002350 filed by SILVERCREST ASSET MANAGEMENT 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 ended2024-09-30
    13F 186,399 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $8,891,232.

    13F-HR 0000950123-24-011614 filed by SILVERCREST ASSET MANAGEMENT GROUP LLC
    Filed (acceptance time not in the bulk data set), ingested

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