HEICO Corporation shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in HEICO Corporation
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Quarterly reported holdings in HEICO Corporation by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $9.7M | 30k | 328.01 |
| 2025-03-31 | $1.1M | 4.0k | 267.22 |
| 2024-12-31 | $966k | 4.1k | 237.76 |
| 2024-09-30 | $1.1M | 4.1k | 261.48 |
| 2024-03-31 | $787k | 4.1k | 191.00 |
| 2023-12-31 | $731k | 4.1k | 178.87 |
| 2023-09-30 | $661k | 4.1k | 161.93 |
| 2023-06-30 | $758k | 4.3k | 176.94 |
| 2023-03-31 | $736k | 4.3k | 171.04 |
| 2022-12-31 | $719k | 4.7k | 153.64 |
| 2022-09-30 | $673k | 4.7k | 143.77 |
| 2022-06-30 | $576k | 4.4k | 131.21 |
| 2022-03-31 | $696k | 4.5k | 153.64 |
| 2021-12-31 | $666k | 4.6k | 144.22 |
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