Position in HEI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$6,055
+$1,394 QoQ
Shares Held
17
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#859
of 916 holders
Holding Since
Mar 2025
5 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, 2026UNION SAVINGS BANK holds $3,282,222 across 7 Aerospace & Defense names. HEI ranks #6 (0.2% of the industry book) .
All Filings in HEI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,055 | 17 | Shares | Defined | 2026-07-23 | |
| 2026-03-31 | $4,661 | 17 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $5,501 | 17 | Shares | Defined | 2026-03-06 | |
| 2025-06-30 | $5,576 | 17 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $4,542 | 17 | Shares | Defined | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||