Position in HEI
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$13,829,350
-$2,707,844 QoQ
Shares Held
65,514
+0.0% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
6.96%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026Crown Oak Advisors, LLC holds $4,885,772 across 1 Aerospace & Defense name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GE |
General Electric Co
|
13,073 | $4,885,772 |
All Filings in HEI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $13,829,350 | 65,514 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 HEI-A | $16,537,194 | 65,512 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 HEI-A | $16,645,689 | 65,511 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 HEI-A | $16,950,971 | 65,511 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 HEI-A | $13,820,855 | 65,511 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 HEI-A | $12,189,728 | 65,508 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 HEI-A | $13,347,910 | 65,508 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 HEI-A | $11,628,625 | 65,506 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 HEI-A | $10,083,993 | 65,506 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 HEI-A | $9,330,247 | 65,503 | Shares | Sole | 2024-01-29 | |
| No filing history on record for this holder in this stock. | ||||||