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Creative Planning HEI-A Position History
HEICO Corporation
Quarters held
16
Latest value
$13M
Q3 2026
Peak value
$13M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16K |
| Q3 2025 | $254 |
| Q3 2025 | $3.7M |
| Q3 2025 | $3.6M |
| Q4 2025 | $4.3M |
| Q4 2025 | $3.7M |
| Q4 2025 | $1M |
| Q4 2025 | $703K |
| Q1 2026 | $3.7M |
| Q1 2026 | $5.4M |
| Q2 2026 | $4.9M |
| Q2 2026 | $43K |
| Q2 2026 | $12M |
| Q3 2026 | $4.3M |
| Q3 2026 | $49K |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 43.0K | — | — |
| Q3 2026 | $49K | 160 | — | — |
| Q3 2026 | $4.3M | 18.8K | — | — |
| Q2 2026 | $12M | 33.7K | — | — |
| Q2 2026 | $43K | 121 | — | — |
| Q2 2026 | $4.9M | 19.1K | — | — |
| Q1 2026 | $5.4M | 19.7K | — | — |
| Q1 2026 | $3.7M | 17.7K | — | — |
| Q4 2025 | $703K | 2.8K | — | — |
| Q4 2025 | $1M | 3.1K | — | — |
| Q4 2025 | $3.7M | 14.7K | — | — |
| Q4 2025 | $4.3M | 13.4K | — | — |
| Q3 2025 | $3.6M | 11.2K | — | — |
| Q3 2025 | $3.7M | 14.8K | — | — |
| Q3 2025 | $254 | 1 | — | — |
| Q3 2025 | $16K | 51 | — | — |