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Disclosery

TRUIST FINANCIAL CORP: HLNE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUIST FINANCIAL CORP on HLNE, newest first. How the timeline and the estimate are built.

TRUIST FINANCIAL CORP held 31,011 HLNE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,011 shares
    Change vs previous 13F -3,169 shares

    <0.01% of the 13F portfolio, value $2,444,590.

    13F-HR 0000092230-26-000097 filed by TRUIST FINANCIAL CORP
    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 34,180 shares
    Change vs previous 13F +7,439 shares

    <0.01% of the 13F portfolio, value $3,397,445.

    13F-HR 0000092230-26-000059 filed by TRUIST FINANCIAL CORP
    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 26,741 shares
    Change vs previous 13F +1,211 shares

    <0.01% of the 13F portfolio, value $3,591,637.

    13F-HR 0000092230-26-000025 filed by TRUIST FINANCIAL CORP
    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 25,530 shares
    Change vs previous 13F +785 shares

    <0.01% of the 13F portfolio, value $3,441,220.

    13F-HR 0000092230-25-000158 filed by TRUIST FINANCIAL CORP
    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 24,745 shares
    Change vs previous 13F +15,357 shares

    0.01% of the 13F portfolio, value $3,516,773.

    13F-HR 0000092230-25-000119 filed by TRUIST FINANCIAL CORP
    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 9,388 shares
    Change vs previous 13F -482 shares

    <0.01% of the 13F portfolio, value $1,395,729.

    13F-HR 0000092230-25-000046 filed by TRUIST FINANCIAL CORP
    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 9,870 shares
    Change vs previous 13F -1,232 shares

    <0.01% of the 13F portfolio, value $1,461,268.

    13F-HR 0000092230-25-000014 filed by TRUIST FINANCIAL CORP
    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 11,102 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,869,483.

    13F-HR 0000092230-24-000094 filed by TRUIST FINANCIAL CORP
    Filed (acceptance time not in the bulk data set), ingested

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