STEPH & CO: HEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPH & CO on HEI, newest first. How the timeline and the estimate are built.
STEPH & CO held 516 HEI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.
the latest 13F is the newest step
- period ended2026-09-3013F 516 sharesChange vs previous 13F -68 shares
0.04% of the 13F portfolio, value $156,441.
13F-HR 0000941519-26-000007 filed by STEPH & CO
Accepted , ingested - period ended2026-06-3013F 584 sharesChange vs previous 13F +146 shares
0.05% of the 13F portfolio, value $208,015.
13F-HR 0000941519-26-000004 filed by STEPH & CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 438 sharesChange vs previous 13F +13 shares
0.03% of the 13F portfolio, value $120,100.
13F-HR 0000941519-26-000003 filed by STEPH & CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 425 sharesChange vs previous 13F +175 shares
0.04% of the 13F portfolio, value $137,526.
13F-HR 0000941519-26-000002 filed by STEPH & CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 250 sharesChange vs previous 13F +25 shares
0.02% of the 13F portfolio, value $80,705.
13F-HR 0000941519-25-000009 filed by STEPH & CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 225 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $73,800.
13F-HR 0000941519-25-000004 filed by STEPH & CO
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).