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CARY STREET PARTNERS ASSET MANAGEMENT LLC: HAE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on HAE, newest first. How the timeline and the estimate are built.

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 26,667 HAE shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,667 shares
    Change vs previous 13F +1,802 shares

    0.04% of the 13F portfolio, value $2,000,025.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 26,664 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3 shares

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

  2. period ended2026-03-31
    13F 24,865 shares
    Change vs previous 13F +3,236 shares

    0.03% of the 13F portfolio, value $1,401,391.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 24,859 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6 shares

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

  3. period ended2025-12-31
    13F 21,629 shares
    Change vs previous 13F -4,003 shares

    0.04% of the 13F portfolio, value $1,733,564.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 21,628 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 1 shares

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

  4. period ended2025-09-30
    13F 25,632 shares
    Change vs previous 13F +7,500 shares

    0.03% of the 13F portfolio, value $1,249,303.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 25,629 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 3 shares

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

  5. period ended2025-06-30
    13F 18,132 shares
    Change vs previous 13F +1,091 shares

    0.04% of the 13F portfolio, value $1,352,829.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 18,119 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13 shares

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

  6. period ended2025-03-31
    13F 17,041 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,082,955.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 17,024 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 17 shares

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