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Disclosery

XPONANCE LLC: HEI position timeline

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

XPONANCE LLC held 9,406 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,406 shares
    Change vs previous 13F -308 shares

    0.02% of the 13F portfolio, value $3,350,323.

    13F-HR 0001172661-26-003213 filed by XPONANCE LLC
    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 9,714 shares
    Change vs previous 13F +847 shares

    0.02% of the 13F portfolio, value $2,663,579.

    13F-HR 0001172661-26-001769 filed by XPONANCE LLC
    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 8,867 shares
    Change vs previous 13F +249 shares

    0.02% of the 13F portfolio, value $2,869,273.

    13F-HR 0001172661-26-000638 filed by XPONANCE LLC
    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 8,618 shares
    Change vs previous 13F +210 shares

    0.02% of the 13F portfolio, value $2,782,063.

    13F-HR 0001637541-25-000003 filed by XPONANCE LLC
    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 8,408 shares
    Change vs previous 13F +142 shares

    0.02% of the 13F portfolio, value $2,757,824.

    13F-HR 0001085146-25-005124 filed by XPONANCE LLC
    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 8,266 shares
    Change vs previous 13F +289 shares

    0.02% of the 13F portfolio, value $2,208,593.

    13F-HR 0001085146-25-002511 filed by XPONANCE LLC
    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 7,977 shares
    Change vs previous 13F +277 shares

    0.02% of the 13F portfolio, value $1,896,452.

    13F-HR 0001085146-25-000963 filed by XPONANCE LLC
    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 7,700 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,013,396.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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