Position in HEI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$237,277
+$5,042 QoQ
Shares Held
920
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#705
of 912 holders
Holding Since
Jun 2025
4 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, 2026ELEMENT POINTE ADVISORS, LLC holds $713,427 across 3 Aerospace & Defense names. HEI ranks #2 (33.3% of the industry book) .
All Filings in HEI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 HEI-A | $237,277 | 920 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 HEI-A | $232,235 | 920 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 HEI-A | $233,762 | 920 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 HEI-A | $238,050 | 920 | Shares | Sole | 2025-08-19 | |
| No filing history on record for this holder in this stock. | ||||||