Position in HEI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$631,524
+$145,368 QoQ
Shares Held
1,773
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#548
of 911 holders
Holding Since
Sep 2025
4 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, 2026Citizens Business Bank holds $6,623,576 across 3 Aerospace & Defense names. HEI ranks #2 (9.5% of the industry book) .
All Filings in HEI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $631,524 | 1,773 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $486,156 | 1,773 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $573,725 | 1,773 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $572,359 | 1,773 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||