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ALPS ADVISORS INC: HLNE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALPS ADVISORS INC on HLNE, newest first. How the timeline and the estimate are built.

ALPS ADVISORS INC held 16,225 HLNE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,225 shares
    Change vs previous 13F +3,575 shares

    0.01% of the 13F portfolio, value $1,279,017.

    13F-HR 0001398344-26-013014 filed by ALPS ADVISORS 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 12,650 shares
    Change vs previous 13F -2,558 shares

    0.01% of the 13F portfolio, value $1,257,410.

    13F-HR 0001398344-26-008816 filed by ALPS ADVISORS 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 15,208 shares
    Change vs previous 13F +1,594 shares

    0.01% of the 13F portfolio, value $2,042,586.

    13F-HR 0001398344-26-002827 filed by ALPS ADVISORS 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 13,614 shares
    Change vs previous 13F -38,901 shares

    0.01% of the 13F portfolio, value $1,835,031.

    13F-HR 0001398344-25-020370 filed by ALPS ADVISORS 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 52,515 shares
    Change vs previous 13F -152 shares

    0.04% of the 13F portfolio, value $7,463,432.

    13F-HR 0001398344-25-014895 filed by ALPS ADVISORS 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 52,667 shares
    Change vs previous 13F +5,296 shares

    0.05% of the 13F portfolio, value $7,830,003.

    13F-HR 0001398344-25-008194 filed by ALPS ADVISORS 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 47,371 shares
    Change vs previous 13F +10,467 shares

    0.04% of the 13F portfolio, value $7,013,277.

    13F-HR 0001398344-25-002624 filed by ALPS ADVISORS 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 36,904 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,214,265.

    13F-HR 0001398344-24-020485 filed by ALPS ADVISORS INC
    Filed (acceptance time not in the bulk data set), ingested

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