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Wealth Advisory Solutions, LLC

SEC CIK
0001834802
Latest filing
Jul 24, 2026

HE holding history

Hawaiian Electric Industries Inc in every 13F filed by Wealth Advisory Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HE overviewAll 13F holders of HEFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q1 2021
Holdings of HE by Wealth Advisory Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−49,947−100.0%Sold outHolders
Q4 202249,947$2.09M0.6%−885−1.7%ReducedHolders
Q3 202250,832$1.76M0.5%+165+0.3%AddedHolders
Q2 202250,667$2.07M0.5%+7,319+16.9%AddedHolders
Q1 202243,348$1.83M0.4%–No prior filingHolders
Q4 2021––––Not filedHolders
Q3 202126,134$1.07M0.2%−3,802−12.7%ReducedHolders
Q2 202129,936$1.27M0.3%−877−2.8%ReducedHolders
Q1 202130,813$1.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.