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Disclosery

Snider Financial Group: HEI position timeline

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

Snider Financial Group held 15,644 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,644 shares
    Change vs previous 13F +592 shares

    1.42% of the 13F portfolio, value $5,572,261.

    13F-HR 0001951757-26-000994 filed by Snider Financial Group
    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 15,052 shares
    Change vs previous 13F +336 shares

    1.25% of the 13F portfolio, value $4,127,277.

    13F-HR 0001951757-26-000608 filed by Snider Financial Group
    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 14,716 shares
    Change vs previous 13F +1,245 shares

    1.27% of the 13F portfolio, value $4,761,958.

    13F-HR 0001951757-26-000257 filed by Snider Financial Group
    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 13,471 shares
    Change vs previous 13F +2,044 shares

    1.19% of the 13F portfolio, value $4,348,716.

    13F-HR 0001951757-25-001312 filed by Snider Financial Group
    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 11,427 shares
    Change vs previous 13F -891 shares

    1.08% of the 13F portfolio, value $3,748,062.

    13F-HR 0001951757-25-001029 filed by Snider Financial Group
    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 12,318 shares
    Change vs previous 13F +880 shares

    1.07% of the 13F portfolio, value $3,291,182.

    13F-HR 0001951757-25-000328 filed by Snider Financial Group
    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 11,438 shares
    Change vs previous 13F +71 shares

    0.84% of the 13F portfolio, value $2,719,273.

    13F-HR 0001951757-25-000191 filed by Snider Financial Group
    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 11,367 shares
    Change vs previous 13F not available

    1.09% of the 13F portfolio, value $2,972,246.

    13F-HR 0001951757-24-001180 filed by Snider Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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