HEICO Corporation shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in HEICO Corporation
Tip: Access up to 7 years of quarterly data
All positions including HEICO Corporation held by Burt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in HEICO Corporation by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.1k | 322.82 |
| 2025-06-30 | $1.0M | 3.1k | 328.00 |
| 2025-03-31 | $830k | 3.1k | 267.19 |
| 2024-12-31 | $849k | 3.6k | 237.74 |
| 2024-09-30 | $934k | 3.6k | 261.48 |
| 2024-06-30 | $799k | 3.6k | 223.61 |
| 2024-03-31 | $682k | 3.6k | 191.00 |
| 2023-12-31 | $639k | 3.6k | 178.87 |
| 2023-09-30 | $868k | 5.4k | 161.93 |
| 2023-06-30 | $948k | 5.4k | 176.94 |
| 2023-03-31 | $916k | 5.4k | 171.04 |
| 2022-12-31 | $823k | 5.4k | 153.64 |
| 2022-09-30 | $848k | 5.9k | 143.97 |
| 2022-06-30 | $772k | 5.9k | 131.07 |
| 2022-03-31 | $904k | 5.9k | 153.48 |