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Disclosery

STEPH & CO: HLI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of STEPH & CO on HLI, newest first. How the timeline and the estimate are built.

STEPH & CO held 152 HLI shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 152 shares
    Change vs previous 13F -82 shares

    <0.01% of the 13F portfolio, value $19,204.

    13F-HR 0000941519-26-000007 filed by STEPH & CO
    Accepted , ingested

  2. period ended2026-06-30
    13F 234 shares
    Change vs previous 13F -740 shares

    0.01% of the 13F portfolio, value $31,386.

    13F-HR 0000941519-26-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 974 shares
    Change vs previous 13F +348 shares

    0.04% of the 13F portfolio, value $139,886.

    13F-HR 0000941519-26-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 626 shares
    Change vs previous 13F -487 shares

    0.03% of the 13F portfolio, value $109,043.

    13F-HR 0000941519-26-000002 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,113 shares
    Change vs previous 13F +34 shares

    0.07% of the 13F portfolio, value $228,521.

    13F-HR 0000941519-25-000009 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,079 shares
    Change vs previous 13F -158 shares

    0.06% of the 13F portfolio, value $194,166.

    13F-HR 0000941519-25-000004 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,237 shares
    Change vs previous 13F -81 shares

    0.07% of the 13F portfolio, value $199,776.

    13F-HR 0000941519-25-000003 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,318 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $228,884.

    13F-HR 0000941519-25-000001 filed by STEPH & CO
    Filed (acceptance time not in the bulk data set), ingested

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