Position in HEI
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$422
-$13,025 QoQ
Shares Held
2
-95.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026West Branch Capital LLC holds $8,459,630 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
10,948 | $4,091,596 | |
| 2 | MOG-A |
Moog Inc.
|
6,849 | $2,902,880 | |
| 3 | RTX |
RTX Corp
|
2,804 | $532,002 | |
| 4 | ATRO |
Astronics Corp
|
5,700 | $463,182 | |
| 5 | LMT |
Lockheed Martin Corp
|
744 | $379,038 | |
| 6 | GD |
General Dynamics Corp
|
252 | $89,268 | |
| 7 | ACHR |
Archer Aviation Inc.
|
132 | $624 | |
| 8 | LHX |
L3harris Technologies, Inc. /De/
|
2 | $581 |
All Filings in HEI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $422 | 2 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 HEI-A | $504 | 2 | Shares | Sole | 2026-01-16 | |
| 2025-12-31 | $12,943 | 40 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 HEI-A | $508 | 2 | Shares | Sole | 2025-10-21 | |
| 2025-09-30 | $12,912 | 40 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 HEI-A | $517 | 2 | Shares | Sole | 2025-07-16 | |
| 2025-06-30 | $13,120 | 40 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 HEI-A | $421 | 2 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $10,687 | 40 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 HEI-A | $372 | 2 | Shares | Sole | 2025-01-17 | |
| 2024-12-31 | $9,509 | 40 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 HEI-A | $407 | 2 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $10,459 | 40 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $8,944 | 40 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $7,640 | 40 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $7,154 | 40 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $6,477 | 40 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $7,077 | 40 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $6,841 | 40 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $6,145 | 40 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $5,759 | 40 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $5,244 | 40 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $6,141 | 40 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $5,768 | 40 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,274 | 40 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,576 | 40 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||