HEICO Corporation shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in HEICO Corporation
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All positions including HEICO Corporation held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in HEICO Corporation by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $368k | 1.1k | 322.82 |
| 2025-06-30 | $374k | 1.1k | 328.00 |
| 2025-03-31 | $304k | 1.1k | 267.19 |
| 2024-12-31 | $271k | 1.1k | 237.74 |
| 2024-09-30 | $298k | 1.1k | 261.48 |
| 2024-06-30 | $255k | 1.1k | 223.61 |
| 2024-03-31 | $247k | 1.3k | 191.00 |
| 2023-12-31 | $232k | 1.3k | 178.87 |
| 2023-09-30 | $210k | 1.3k | 161.93 |
| 2023-06-30 | $229k | 1.3k | 176.94 |
| 2023-03-31 | $222k | 1.3k | 171.04 |
| 2022-12-31 | $199k | 1.3k | 153.64 |
| 2022-09-30 | $186k | 1.3k | 143.63 |
| 2022-06-30 | $170k | 1.3k | 131.27 |
| 2022-03-31 | $199k | 1.3k | 153.67 |
| 2021-12-31 | $187k | 1.3k | 144.40 |
| 2021-09-30 | $171k | 1.3k | 132.05 |
| 2021-06-30 | $181k | 1.3k | 139.77 |
| 2021-03-31 | $163k | 1.3k | 125.87 |
| 2020-12-31 | $326k | 2.5k | 132.25 |
| 2020-09-30 | $454k | 4.3k | 104.61 |
| 2020-06-30 | $482k | 4.8k | 99.59 |
| 2020-03-31 | $361k | 4.8k | 74.59 |
| 2019-12-31 | $552k | 4.8k | 114.05 |
| 2019-09-30 | $604k | 4.8k | 124.79 |
| 2019-06-30 | $648k | 4.8k | 133.88 |
| 2019-03-31 | $459k | 4.8k | 94.83 |
| 2018-12-31 | $375k | 4.8k | 77.48 |
| 2018-09-30 | $448k | 4.8k | 92.56 |
| 2018-06-30 | $353k | 4.8k | 72.93 |
| 2018-03-31 | $336k | 3.9k | 86.73 |
| 2017-12-31 | $292k | 3.1k | 94.19 |
| 2017-09-30 | $296k | 3.3k | 89.70 |
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