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SILVERCREST ASSET MANAGEMENT GROUP LLC: HLNE position timeline

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

SILVERCREST ASSET MANAGEMENT GROUP LLC held 143,623 HLNE 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 143,623 shares
    Change vs previous 13F -12,685 shares

    0.07% of the 13F portfolio, value $11,321,801.

    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 156,308 shares
    Change vs previous 13F +38,161 shares

    0.11% of the 13F portfolio, value $15,537,015.

    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 118,147 shares
    Change vs previous 13F -9,485 shares

    0.11% of the 13F portfolio, value $15,868,324.

    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 ended2025-09-30
    13F 127,632 shares
    Change vs previous 13F -772 shares

    0.11% of the 13F portfolio, value $17,203,517.

    13F-HR 0001193125-25-282298 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).

  5. period ended2025-06-30
    13F 128,404 shares
    Change vs previous 13F +6,715 shares

    0.12% of the 13F portfolio, value $18,248,776.

    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).

  6. period ended2025-03-31
    13F 121,689 shares
    Change vs previous 13F +2,149 shares

    0.13% of the 13F portfolio, value $18,091,504.

    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).

  7. period ended2024-12-31
    13F 119,540 shares
    Change vs previous 13F +5,801 shares

    0.12% of the 13F portfolio, value $17,697,847.

    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).

  8. period ended2024-09-30
    13F 113,739 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $19,152,510.

    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).