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STRATEGIC PLANNING GROUP, LLC → HEI-A
STRATEGIC PLANNING GROUP, LLC HEI-A Position History
HEICO Corporation
Quarters held
3
Latest value
$12.8M
Q3 2026
Peak value
$14.2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $10.4M |
| Q2 2026 | $14.2M |
| Q3 2026 | $12.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $12.8M | 42.4K | — | — |
| Q2 2026 | $14.2M | 39.8K | — | — |
| Q1 2026 | $10.4M | 37.9K | — | — |