Position in HEI
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$1,359,396
+$475,891 QoQ
Shares Held
5,972
+70.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
All Filings in HEI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $930,273 | 4,407 | Shares | Sole | 2026-04-29 | |
| 2026-03-31 | $429,123 | 1,565 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 HEI-A | $883,505 | 3,500 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 HEI-A | $1,388,347 | 5,464 | Shares | Sole | 2025-11-07 | |
| 2025-09-30 | $954,901 | 2,958 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 HEI-A | $905,625 | 3,500 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 HEI-A | $738,395 | 3,500 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 HEI-A | $651,280 | 3,500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 HEI-A | $713,160 | 3,500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 HEI-A | $621,320 | 3,500 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 HEI-A | $538,790 | 3,500 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 HEI-A | $498,540 | 3,500 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||