Position in HEI
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$16,465
-$3,224 QoQ
Shares Held
78
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Clark Wealth Partners holds $1,874,408 across 15 Aerospace & Defense names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GD |
General Dynamics Corp
|
2,431 | $861,157 | |
| 2 | LMT |
Lockheed Martin Corp
|
1,620 | $825,325 | |
| 3 | BA |
Boeing Co
|
234 | $50,653 | |
| 4 | RTX |
RTX Corp
|
168 | $31,874 | |
| 5 | HWM |
Howmet Aerospace Inc.
|
118 | $31,725 | |
| 6 | GE |
General Electric Co
|
67 | $25,039 | |
| 7 | SPCX |
Space Exploration Technologies Corp
|
77 | $13,156 | |
| 8 | AVEX |
AEVEX Corp.
|
374 | $7,812 |
All Filings in HEI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 HEI-A | $16,465 | 78 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 HEI-A | $19,689 | 78 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 HEI-A | $19,819 | 78 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||