Position in HEI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$276,047
+$63,542 QoQ
Shares Held
775
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#684
of 916 holders
Holding Since
Mar 2025
6 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, 2026INVESTMENT HOUSE LLC holds $4,174,081 across 3 Aerospace & Defense names. HEI ranks #3 (6.6% of the industry book) .
All Filings in HEI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,047 | 775 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $212,505 | 775 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $250,782 | 775 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $250,185 | 775 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $254,200 | 775 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,111 | 850 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||