Position in HEI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$878,364
+$193,687 QoQ
Shares Held
2,466
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#505
of 912 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Bell Bank holds $2,192,396 across 4 Aerospace & Defense names. HEI ranks #1 (40.1% of the industry book) .
All Filings in HEI
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878,364 | 2,466 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $684,677 | 2,497 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $1,559,380 | 4,819 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,729,992 | 5,359 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,767,264 | 5,388 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $1,494,126 | 5,592 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,731,460 | 7,283 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,934,429 | 7,398 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $1,810,793 | 8,098 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,876,002 | 9,822 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,953,439 | 10,921 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,986,233 | 12,266 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,258,639 | 12,765 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $2,294,843 | 13,417 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,188,601 | 14,245 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $2,070,720 | 14,382 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $1,877,376 | 14,318 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,081,695 | 13,558 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $1,825,969 | 12,661 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,557,384 | 11,810 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,558,715 | 11,180 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $1,391,473 | 11,061 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,438,923 | 10,868 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $1,129,386 | 10,791 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,036,260 | 10,399 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $716,927 | 9,609 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||