Position in HEI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$684,677
+$341,996 QoQ
Shares Held
2,497
+135.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.92%
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, 2026Expressive Wealth LLC holds $2,480,331 across 5 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 | $684,677 | 2,497 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $342,681 | 1,059 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||