Position in HEI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$844
-$165 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Rachor Investment Advisory Services, LLC holds $646,972 across 6 Aerospace & Defense names.
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $844 | 4 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 HEI-A | $1,009 | 4 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||