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Disclosery

Cerity Partners LLC: HEI-A position timeline

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

Cerity Partners LLC held 35,906 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 35,906 shares
    Change vs previous 13F +8,346 shares

    0.01% of the 13F portfolio, value $9,260,806.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 27,560 shares
    Change vs previous 13F -1,069 shares

    0.01% of the 13F portfolio, value $5,817,785.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 28,629 shares
    Change vs previous 13F -1,385 shares

    0.01% of the 13F portfolio, value $7,226,973.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 30,014 shares
    Change vs previous 13F +13 shares

    0.01% of the 13F portfolio, value $7,626,323.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 30,001 shares
    Change vs previous 13F +73 shares

    0.01% of the 13F portfolio, value $7,762,897.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 29,928 shares
    Change vs previous 13F +3,211 shares

    0.01% of the 13F portfolio, value $6,313,840.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 26,717 shares
    Change vs previous 13F -15,607 shares

    0.01% of the 13F portfolio, value $5,259,537.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 42,324 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,623,912.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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