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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → HEI-A
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC HEI-A Position History
HEICO Corporation
Quarters held
14
Latest value
$5.4M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $6.3M |
| Q3 2025 | $7.2M |
| Q4 2025 | $6.9M |
| Q4 2025 | $8.2M |
| Q1 2026 | $2.1M |
| Q1 2026 | $4.2M |
| Q2 2026 | $1.7M |
| Q2 2026 | $807K |
| Q2 2026 | $2.8M |
| Q2 2026 | $5.4M |
| Q3 2026 | $681K |
| Q3 2026 | $1.4M |
| Q3 2026 | $3.1M |
| Q3 2026 | $5.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.4M | 18.9K | — | — |
| Q3 2026 | $3.1M | 15.1K | — | — |
| Q3 2026 | $1.4M | 4.9K | — | — |
| Q3 2026 | $681K | 2.3K | — | — |
| Q2 2026 | $5.4M | 15.3K | — | — |
| Q2 2026 | $2.8M | 11.1K | — | — |
| Q2 2026 | $807K | 2.3K | — | — |
| Q2 2026 | $1.7M | 4.9K | — | — |
| Q1 2026 | $4.2M | 15.5K | — | — |
| Q1 2026 | $2.1M | 10.1K | — | — |
| Q4 2025 | $8.2M | 23.7K | — | — |
| Q4 2025 | $6.9M | 25.7K | — | — |
| Q3 2025 | $7.2M | 22.7K | — | — |
| Q3 2025 | $6.3M | 25.0K | — | — |