Position in HEI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$1,371,000
+$400,230 QoQ
Shares Held
5,000
+66.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Oak Harvest Investment Services holds $3,124,675 across 4 Aerospace & Defense names.
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,371,000 | 5,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $970,770 | 3,000 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||