Position in HEI
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$2,937,317
-$451,808 QoQ
Shares Held
13,915
+3.6% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.44%
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, 2026Third View Private Wealth, LLC holds $25,810,906 across 10 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BA |
Boeing Co
|
64,580 | $13,979,632 | |
| 2 | TDG |
TransDigm Group INC
|
2,564 | $3,415,350 | |
| 3 | RTX |
RTX Corp
|
12,503 | $2,372,194 | |
| 4 | SPCX |
Space Exploration Technologies Corp
|
12,931 | $2,209,390 | |
| 5 | HONA |
Honeywell Aerospace Inc.
|
5,619 | $1,240,675 | |
| 6 | GD |
General Dynamics Corp
|
2,558 | $906,145 | |
| 7 | NOC |
Northrop Grumman Corp /De/
|
1,037 | $528,154 | |
| 8 | LMT |
Lockheed Martin Corp
|
869 | $442,720 |
All Filings in HEI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $2,937,317 | 13,915 | Shares | Other | 2026-04-15 | |
| 2025-12-31 HEI-A | $3,389,125 | 13,426 | Shares | Other | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||