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Virtus Investment Advisers, LLC: HEI position timeline

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

Virtus Investment Advisers, LLC held 6,837 HEI 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 6,837 shares
    Change vs previous 13F +1,167 shares

    0.35% of the 13F portfolio, value $2,435,271.

    13F-HR 0000019481-26-000008 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 6,772 shares
    • VIRTUS ADVISERS, LLC: 65 shares

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

  2. period ended2026-03-31
    13F 5,670 shares
    Change vs previous 13F -533 shares

    0.27% of the 13F portfolio, value $1,554,714.

    13F-HR 0000019481-26-000004 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 5,605 shares
    • VIRTUS ADVISERS, LLC: 65 shares

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

  3. period ended2025-12-31
    13F 6,203 shares
    Change vs previous 13F +360 shares

    0.35% of the 13F portfolio, value $2,007,229.

    13F-HR 0000019481-26-000002 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 6,103 shares
    • VIRTUS ADVISERS, LLC: 100 shares

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

  4. period ended2025-09-30
    13F/A 5,843 shares
    Change vs previous 13F -179 shares

    0.36% of the 13F portfolio, value $1,886,237.

    13F-HR 0001628280-25-052170 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 5,653 shares
    • VIRTUS ADVISERS, LLC: 190 shares

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

  5. period ended2025-06-30
    13F/A 6,022 shares
    Change vs previous 13F -411 shares

    0.43% of the 13F portfolio, value $1,975,216.

    13F-HR 0001587281-25-000007 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 5,632 shares
    • VIRTUS ADVISERS, LLC: 390 shares

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

  6. period ended2025-03-31
    13F/A 6,433 shares
    Change vs previous 13F +1,802 shares

    0.33% of the 13F portfolio, value $1,718,833.

    13F-HR 0000019481-25-000015 filed by Virtus Investment Advisers, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 6,043 shares
    • VIRTUS ADVISERS, LLC: 390 shares

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

  7. period ended2024-12-31
    13F 4,631 shares
    Change vs previous 13F -937 shares

    0.45% of the 13F portfolio, value $1,100,974.

    13F-HR 0001591068-25-000007 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 0 shares
    • VIRTUS ADVISERS, LLC: 4,631 shares

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

  8. period ended2024-09-30
    13F 5,568 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,455,920.

    13F-HR 0001862664-24-000010 filed by VIRTUS ADVISERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Virtus Investment Advisers, LLC: 1,788 shares
    • VIRTUS ADVISERS, LLC: 3,780 shares

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