Position in HEI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$5,572,236
+$1,444,978 QoQ
Shares Held
15,644
+3.9% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
#281
of 912 holders
Holding Since
Mar 2024
10 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, 2026Snider Financial Group holds $12,077,672 across 4 Aerospace & Defense names. HEI ranks #1 (46.1% of the industry book) .
All Filings in HEI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,572,236 | 15,644 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $4,127,258 | 15,052 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $4,761,950 | 14,716 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $4,348,708 | 13,471 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,748,056 | 11,427 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,291,246 | 12,318 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $2,719,270 | 11,438 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,972,243 | 11,367 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $2,547,812 | 11,394 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,546,527 | 8,097 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||