Position in HEI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$480,144
+$116,555 QoQ
Shares Held
1,348
+1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#585
of 916 holders
Holding Since
Mar 2026
2 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, 2026CLEAR WAVE WEALTH MANAGEMENT LLC holds $3,572,220 across 6 Aerospace & Defense names. HEI ranks #2 (13.4% of the industry book) .
All Filings in HEI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,144 | 1,348 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $363,589 | 1,326 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||