Position in HAE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,783,625
+$691,824 QoQ
Shares Held
37,115
0.0% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#100
of 327 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $4,103,572 across 3 Medical Devices names. HAE ranks #1 (67.8% of the industry book) .
All Filings in HAE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,783,625 | 37,115 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,091,801 | 37,115 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,553,739 | 31,862 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,546,227 | 31,724 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,295,749 | 30,770 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,952,256 | 30,720 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $986,462 | 12,634 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,008,527 | 12,547 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,006,162 | 12,162 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,035,466 | 12,132 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,030,994 | 12,057 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,080,066 | 12,057 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,027,810 | 12,072 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,023,369 | 12,367 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $962,282 | 12,235 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||