Position in HEI
as of Mar 31, 2026
· filed Apr 6, 2026
Position Value
$209,823
-$41,092 QoQ
Shares Held
994
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
14 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, 2026ACIMA PRIVATE WEALTH, LLC holds $2,271,665 across 3 Aerospace & Defense names.
All Filings in HEI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $209,823 | 994 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 HEI-A | $250,915 | 994 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 HEI-A | $252,565 | 994 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 HEI-A | $257,197 | 994 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 HEI-A | $209,704 | 994 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 HEI-A | $184,963 | 994 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 HEI-A | $202,537 | 994 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 HEI-A | $176,454 | 994 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 HEI-A | $153,016 | 994 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 HEI-A | $141,585 | 994 | Shares | Sole | 2024-02-29 | |
| 2023-09-30 HEI-A | $128,444 | 994 | Shares | Sole | 2024-02-29 | |
| 2023-06-30 HEI-A | $139,756 | 994 | Shares | Sole | 2024-02-29 | |
| 2023-03-31 HEI-A | $135,084 | 994 | Shares | Sole | 2024-02-29 | |
| 2020-12-31 HEI-A | $0 | 0 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||