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DIMENSIONAL FUND ADVISORS LP: HLNE position timeline

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

DIMENSIONAL FUND ADVISORS LP held 675,522 HLNE shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 675,522 shares
    Change vs previous 13F -3,057 shares

    0.01% of the 13F portfolio, value $53,240,773.

    13F-HR 0000354204-26-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 678,579 shares
    Change vs previous 13F +12,115 shares

    0.01% of the 13F portfolio, value $67,449,562.

    13F-HR 0000354204-26-000581 filed by DIMENSIONAL FUND ADVISORS LP
    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 666,464 shares
    Change vs previous 13F +1,421 shares

    0.02% of the 13F portfolio, value $89,515,178.

    13F-HR 0000354204-26-000347 filed by DIMENSIONAL FUND ADVISORS LP
    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 665,043 shares
    Change vs previous 13F +25,375 shares

    0.02% of the 13F portfolio, value $89,649,048.

    13F-HR 0000354204-25-001337 filed by DIMENSIONAL FUND ADVISORS LP
    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 639,668 shares
    Change vs previous 13F +770 shares

    0.02% of the 13F portfolio, value $90,914,986.

    13F-HR 0000354204-25-001097 filed by DIMENSIONAL FUND ADVISORS LP
    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 638,898 shares
    Change vs previous 13F +37,958 shares

    0.02% of the 13F portfolio, value $94,978,419.

    13F-HR 0000354204-25-000866 filed by DIMENSIONAL FUND ADVISORS LP
    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 600,940 shares
    Change vs previous 13F -6,338 shares

    0.02% of the 13F portfolio, value $88,970,108.

    13F-HR 0000354204-25-000528 filed by DIMENSIONAL FUND ADVISORS LP
    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 607,278 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $102,256,747.

    13F-HR 0000354204-24-004773 filed by DIMENSIONAL FUND ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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