Position in HEI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$615,030
-$629,820 QoQ
Shares Held
2,243
-41.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 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, 2026MorganRosel Wealth Management, LLC holds $1,525,359 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKLB |
Rocket Lab Corp
|
15,006 | $1,525,359 |
All Filings in HEI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $615,030 | 2,243 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,244,850 | 3,847 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,422,344 | 4,406 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,471,080 | 4,485 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $7,214 | 27 | Shares | Sole | 2025-04-25 | |
| 2023-06-30 | $855,504 | 4,835 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $725,722 | 4,243 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $850,090 | 5,533 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $776,916 | 5,396 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||