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HEICO Corporation shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of HEICO Corporation (HEI) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in HEICO Corporation

Tip: Access up to 7 years of quarterly data

All positions including HEICO Corporation held by Total Wealth Planning & Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HEICO Corporation by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $826k 2.5k 328.00
2025-03-31 $758k 2.8k 267.19
2024-12-31 $637k 2.7k 237.74