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Disclosery

Triad Investment Management: HEI-A position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Triad Investment Management on HEI-A, newest first. How the timeline and the estimate are built.

Triad Investment Management held 11,658 HEI-A shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 11,658 shares
    Change vs previous 13F -44 shares

    3.53% of the 13F portfolio, value $2,661,871.

    13F-HR 0001615717-26-000007 filed by Triad Investment Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 11,702 shares
    Change vs previous 13F -424 shares

    3.33% of the 13F portfolio, value $3,018,063.

    13F-HR 0001615717-26-000005 filed by Triad Investment Management
    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/A 12,126 shares
    Change vs previous 13F -396 shares

    3.02% of the 13F portfolio, value $2,559,677.

    13F-HR/A 0001615717-26-000004 filed by Triad Investment Management
    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 12,522 shares
    Change vs previous 13F not available

    3.2% of the 13F portfolio, value $3,160,928.

    13F-HR 0001615717-26-000002 filed by Triad Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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