Position in HEI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$387,534
+$86,737 QoQ
Shares Held
1,088
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#623
of 912 holders
Holding Since
Sep 2024
8 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, 2026Leonard Rickey Investment Advisors P.L.L.C. holds $1,994,640 across 5 Aerospace & Defense names. HEI ranks #3 (19.4% of the industry book) .
All Filings in HEI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,534 | 1,088 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $300,797 | 1,097 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $338,798 | 1,047 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $325,079 | 1,007 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $328,000 | 1,000 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $260,510 | 975 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $224,426 | 944 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $244,222 | 934 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||