Position in HEI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,055
-$1,824 QoQ
Shares Held
5
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
10 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, 2026Sound Income Strategies, LLC holds $4,288,530 across 6 Aerospace & Defense names.
All Filings in HEI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $1,055 | 5 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 HEI-A | $1,262 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-12-31 | $1,617 | 5 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,614 | 5 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,640 | 5 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,335 | 5 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,188 | 5 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,307 | 5 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,118 | 5 | Shares | Sole | 2024-07-12 | |
| 2022-06-30 HEI-A | $421 | 4 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 HEI-A | $507 | 4 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||