Position in HEI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$516,119
+$165,143 QoQ
Shares Held
1,449
+13.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#575
of 912 holders
Holding Since
Sep 2024
8 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, 2026TFB Advisors LLC holds $1,315,408 across 3 Aerospace & Defense names. HEI ranks #2 (39.2% of the industry book) .
All Filings in HEI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $516,119 | 1,449 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $350,976 | 1,280 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $457,232 | 1,413 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $451,948 | 1,400 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $436,568 | 1,331 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $339,331 | 1,270 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $302,880 | 1,274 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $332,864 | 1,273 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||