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ALPINE WOODS CAPITAL INVESTORS, LLC: HEI position timeline

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

ALPINE WOODS CAPITAL INVESTORS, LLC held 8,953 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,953 shares
    Change vs previous 13F +30 shares

    0.72% of the 13F portfolio, value $3,188,970.

    13F-HR 0001226886-26-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 8,923 shares
    Change vs previous 13F -2,075 shares

    0.59% of the 13F portfolio, value $2,446,687.

    13F-HR 0001226886-26-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 10,998 shares
    Change vs previous 13F -1,913 shares

    0.85% of the 13F portfolio, value $3,558,843.

    13F-HR 0001226886-26-000001 filed by ALPINE WOODS CAPITAL INVESTORS, 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 12,911 shares
    Change vs previous 13F +49 shares

    0.97% of the 13F portfolio, value $4,167,929.

    13F-HR 0001226886-25-000012 filed by ALPINE WOODS CAPITAL INVESTORS, 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 12,862 shares
    Change vs previous 13F -77 shares

    1% of the 13F portfolio, value $4,218,736.

    13F-HR 0001226886-25-000006 filed by ALPINE WOODS CAPITAL INVESTORS, 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 12,939 shares
    Change vs previous 13F +88 shares

    0.87% of the 13F portfolio, value $3,457,171.

    13F-HR 0001226886-25-000004 filed by ALPINE WOODS CAPITAL INVESTORS, 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 12,851 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $3,055,197.

    13F-HR 0001226886-25-000002 filed by ALPINE WOODS CAPITAL INVESTORS, 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 12,851 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,385,853.

    13F-HR 0001226886-24-000009 filed by ALPINE WOODS CAPITAL INVESTORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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