Position in HEI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$255,388
+$21,433 QoQ
Shares Held
717
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#695
of 912 holders
Holding Since
Mar 2025
5 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, 2026IFG Advisors, LLC holds $909,024 across 3 Aerospace & Defense names. HEI ranks #2 (28.1% of the industry book) .
All Filings in HEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,388 | 717 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $233,955 | 723 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $249,862 | 774 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $253,872 | 774 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $206,805 | 774 | Shares | Sole | 2025-04-08 | |
| No filing history on record for this holder in this stock. | ||||||