Position in HAE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$1,459,125
+$296,758 QoQ
Shares Held
19,455
-5.7% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#126
of 327 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HAE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $85,748,673 across 5 Medical Devices names. HAE ranks #3 (1.7% of the industry book) .
All Filings in HAE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,459,125 | 19,455 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $1,162,367 | 20,624 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $2,299,262 | 28,687 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,819,561 | 37,332 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $2,973,729 | 39,857 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,714,981 | 42,722 | Shares | Sole | 2025-04-01 | |
| No filing history on record for this holder in this stock. | ||||||