Position in HEI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$540,340
+$124,379 QoQ
Shares Held
1,517
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#571
of 912 holders
Holding Since
Sep 2020
15 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Powell Investment Advisors, LLC holds $1,762,639 across 3 Aerospace & Defense names. HEI ranks #2 (30.7% of the industry book) .
All Filings in HEI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $540,340 | 1,517 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $415,961 | 1,517 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $400,928 | 1,239 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $399,973 | 1,239 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $406,392 | 1,239 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $331,048 | 1,239 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $294,559 | 1,239 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $323,973 | 1,239 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $277,052 | 1,239 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $236,649 | 1,239 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $221,619 | 1,239 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $200,631 | 1,239 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $219,228 | 1,239 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $211,918 | 1,239 | Shares | Sole | 2023-05-10 | |
| 2020-09-30 | $209,320 | 2,000 | Shares | Sole | 2020-10-07 | |
| No filing history on record for this holder in this stock. | ||||||