Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,862,349
+$1,119,245 QoQ
Shares Held
13,651
0.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#301
of 912 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026AMJ Financial Wealth Management holds $12,361,176 across 5 Aerospace & Defense names. HEI ranks #2 (39.3% of the industry book) .
All Filings in HEI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,862,349 | 13,651 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,743,104 | 13,651 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,462,306 | 13,790 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $11,218,640 | 34,752 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $11,552,160 | 35,220 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||