Back to HEI-A
HB Wealth Management, LLC → HEI-A
HB Wealth Management, LLC HEI-A Position History
HEICO Corporation
Quarters held
8
Latest value
$5.3M
Q3 2026
Peak value
$7.4M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $364K |
| Q4 2025 | $7.4M |
| Q1 2026 | $318K |
| Q1 2026 | $5.8M |
| Q2 2026 | $408K |
| Q2 2026 | $6.8M |
| Q3 2026 | $426K |
| Q3 2026 | $5.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.3M | 23.4K | — | — |
| Q3 2026 | $426K | 1.4K | — | — |
| Q2 2026 | $6.8M | 26.3K | — | — |
| Q2 2026 | $408K | 1.1K | — | — |
| Q1 2026 | $5.8M | 27.5K | — | — |
| Q1 2026 | $318K | 1.2K | — | — |
| Q4 2025 | $7.4M | 29.2K | — | — |
| Q4 2025 | $364K | 1.1K | — | — |
Other funds holding HEI-A
$1.3B
$1.2B
$1.1B
$994.1M
$597.3M
$597.3M
$503.1M
$479.2M