Position in HEI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,665,544
+$1,200,775 QoQ
Shares Held
4,676
+175.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#412
of 912 holders
Holding Since
Dec 2020
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Wealthspire Advisors, LLC holds $52,554,275 across 21 Aerospace & Defense names. HEI ranks #14 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
21,893 | $8,182,070 | |
| 2 | RTX |
RTX Corp
|
34,636 | $6,571,488 | |
| 3 | BA |
Boeing Co
|
22,904 | $4,958,028 | |
| 4 | LMT |
Lockheed Martin Corp
|
8,209 | $4,182,157 | |
| 5 | BYRN |
Byrna Technologies Inc.
|
604,702 | $4,057,550 | |
| 6 | AXON |
Axon Enterprise, Inc.
|
6,643 | $3,724,132 | |
| 7 | ATRO |
Astronics Corp
|
29,434 | $2,391,806 | |
| 8 | NOC |
Northrop Grumman Corp /De/
|
4,663 | $2,374,912 |
All Filings in HEI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,665,544 | 4,676 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $464,769 | 1,695 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $215,187 | 665 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 HEI-A | $3,811 | 15 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $43,257 | 134 | Shares | Sole | 2025-11-14 | |
| 2021-06-30 | $217,774 | 1,562 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $212,098 | 1,686 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $223,226 | 1,686 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||