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Focus Partners Wealth: HEI position timeline

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

Focus Partners Wealth held 22,320 HEI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,320 shares
    Change vs previous 13F +785 shares

    0.01% of the 13F portfolio, value $7,950,283.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,641 shares
    • Focus Partners Advisor Solutions, LLC: 5,679 shares

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

  2. period ended2026-03-31
    13F 21,535 shares
    Change vs previous 13F -4,783 shares

    0.01% of the 13F portfolio, value $5,904,987.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,504 shares
    • Focus Partners Advisor Solutions, LLC: 5,031 shares

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

  3. period ended2025-12-31
    13F 26,318 shares
    Change vs previous 13F +12,598 shares

    0.01% of the 13F portfolio, value $8,516,523.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 21,600 shares
    • Focus Partners Advisor Solutions, LLC: 4,718 shares

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

  4. period ended2025-09-30
    13F 13,720 shares
    Change vs previous 13F -8,268 shares

    0.01% of the 13F portfolio, value $4,429,276.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,720 shares
    • Focus Partners Advisor Solutions, LLC: 0 shares

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

  5. period ended2025-06-30
    13F 21,988 shares
    Change vs previous 13F +664 shares

    0.01% of the 13F portfolio, value $7,211,940.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 15,539 shares
    • Focus Partners Advisor Solutions, LLC: 6,449 shares

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

  6. period ended2025-03-31
    13F/A 21,324 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $5,697,598.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,586 shares
    • Focus Partners Advisor Solutions, LLC: 6,738 shares

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

  7. period ended2024-12-31
    13F/A 21,533 shares
    Change vs previous 13F +2,028 shares

    0.01% of the 13F portfolio, value $5,119,330.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 14,657 shares
    • Focus Partners Advisor Solutions, LLC: 6,876 shares

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

  8. period ended2024-09-30
    13F 19,505 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,100,243.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 10,912 shares
    • Focus Partners Advisor Solutions, LLC: 8,593 shares

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