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WENDELL DAVID ASSOCIATES INC: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WENDELL DAVID ASSOCIATES INC on HEI, newest first. How the timeline and the estimate are built.

WENDELL DAVID ASSOCIATES INC held 11,099 HEI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,099 shares
    Change vs previous 13F +910 shares

    0.42% of the 13F portfolio, value $3,953,000.

    13F-HR 0000878228-26-000007 filed by WENDELL DAVID ASSOCIATES INC
    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 10,189 shares
    Change vs previous 13F +3,595 shares

    0.3% of the 13F portfolio, value $2,794,000.

    13F-HR 0000878228-26-000005 filed by WENDELL DAVID ASSOCIATES INC
    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 6,594 shares
    Change vs previous 13F +1,350 shares

    0.22% of the 13F portfolio, value $2,134,000.

    13F-HR 0000878228-26-000002 filed by WENDELL DAVID ASSOCIATES INC
    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 5,244 shares
    Change vs previous 13F +15 shares

    0.17% of the 13F portfolio, value $1,693,000.

    13F-HR 0000878228-25-000017 filed by WENDELL DAVID ASSOCIATES INC
    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 5,229 shares
    Change vs previous 13F -15 shares

    0.17% of the 13F portfolio, value $1,715,000.

    13F-HR 0000878228-25-000012 filed by WENDELL DAVID ASSOCIATES INC
    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 5,244 shares
    Change vs previous 13F +3,034 shares

    0.14% of the 13F portfolio, value $1,401,000.

    13F-HR 0000878228-25-000006 filed by WENDELL DAVID ASSOCIATES INC
    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 2,210 shares
    Change vs previous 13F +28 shares

    0.05% of the 13F portfolio, value $525,000.

    13F-HR 0000878228-25-000002 filed by WENDELL DAVID ASSOCIATES INC
    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 2,182 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $571,000.

    13F-HR 0000878228-24-000011 filed by WENDELL DAVID ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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