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Disclosery

ARISTOTLE INVESTMENT SERVICES, LLC: HEI-A position timeline

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

ARISTOTLE INVESTMENT SERVICES, LLC held 5,946 HEI-A shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,946 shares
    Change vs previous 13F -1,863 shares

    0.1% of the 13F portfolio, value $1,533,554.

    13F-HR 0001398344-26-014480 filed by Aristotle Capital Boston, 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 7,809 shares
    Change vs previous 13F -24 shares

    0.1% of the 13F portfolio, value $1,662,326.

    13F-HR 0001398344-26-009206 filed by Aristotle Capital Boston, 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 7,833 shares
    Change vs previous 13F -929 shares

    0.11% of the 13F portfolio, value $1,977,499.

    13F-HR 0001398344-26-003238 filed by Aristotle Capital Boston, 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 8,762 shares
    Change vs previous 13F -602 shares

    0.11% of the 13F portfolio, value $2,226,498.

    13F-HR 0001398344-25-020922 filed by Aristotle Capital Boston, 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 9,364 shares
    Change vs previous 13F -1,775 shares

    0.12% of the 13F portfolio, value $2,423,059.

    13F-HR 0001398344-25-015416 filed by Aristotle Capital Boston, 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 11,139 shares
    Change vs previous 13F -5,496 shares

    0.12% of the 13F portfolio, value $2,350,001.

    13F-HR 0001398344-25-009467 filed by Aristotle Capital Boston, 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 16,635 shares
    Change vs previous 13F -20,438 shares

    0.11% of the 13F portfolio, value $3,095,423.

    13F-HR 0001398344-25-002761 filed by Aristotle Capital Boston, 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 37,073 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,553,996.

    13F-HR 0001398344-24-020713 filed by Aristotle Capital Boston, LLC
    Filed (acceptance time not in the bulk data set), ingested

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