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Disclosery

Fiduciary Trust Co: HEI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Trust Co on HEI, newest first. How the timeline and the estimate are built.

Fiduciary Trust Co held 1,102 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,102 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $392,521.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 1,102 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $302,168.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 1,106 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $357,890.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 1,106 shares
    Change vs previous 13F -25 shares

    <0.01% of the 13F portfolio, value $357,039.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 1,131 shares
    Change vs previous 13F -44 shares

    <0.01% of the 13F portfolio, value $370,968.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 1,175 shares
    Change vs previous 13F +275 shares

    <0.01% of the 13F portfolio, value $313,948.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 900 shares
    Change vs previous 13F -16 shares

    <0.01% of the 13F portfolio, value $213,966.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 916 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $239,516.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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