Position in HEI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,165,809
+$268,353 QoQ
Shares Held
3,273
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.81%
of 13F equity value
Holder Rank
#459
of 916 holders
Holding Since
Dec 2024
7 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, 2026Chancellor Financial Group WB LP holds $3,920,183 across 6 Aerospace & Defense names. HEI ranks #2 (29.7% of the industry book) .
All Filings in HEI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,165,809 | 3,273 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $897,456 | 3,273 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,058,786 | 3,272 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,056,267 | 3,272 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,073,216 | 3,272 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $874,245 | 3,272 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $777,647 | 3,271 | Shares | Sole | 2025-03-19 | |
| No filing history on record for this holder in this stock. | ||||||