Position in HEI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$605,523
+$125,673 QoQ
Shares Held
1,700
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#555
of 916 holders
Holding Since
Dec 2022
15 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, 2026LJI Wealth Management, LLC holds $3,537,586 across 4 Aerospace & Defense names. HEI ranks #2 (17.1% of the industry book) .
All Filings in HEI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,523 | 1,700 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $479,850 | 1,750 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $566,282 | 1,750 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $564,935 | 1,750 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $574,000 | 1,750 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $507,661 | 1,900 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $475,480 | 2,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $522,960 | 2,000 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $469,581 | 2,100 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $420,200 | 2,200 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $417,124 | 2,332 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $377,620 | 2,332 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $412,624 | 2,332 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $400,575 | 2,342 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $359,824 | 2,342 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||