Position in HEI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$356,460
-$80,386 QoQ
Shares Held
1,300
-3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HEI Over Time
Shares Held
Position Value (USD)
All Filings in HEI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $356,460 | 1,300 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $436,846 | 1,350 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $435,807 | 1,350 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $442,800 | 1,350 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $734,772 | 2,750 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $832,090 | 3,500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $915,180 | 3,500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $782,635 | 3,500 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $668,500 | 3,500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $626,045 | 3,500 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $607,237 | 3,750 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $704,752 | 3,983 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $681,252 | 3,983 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $611,948 | 3,983 | Shares | Sole | 2023-02-02 | |
| No filing history on record for this holder in this stock. | ||||||