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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

HEI.A holding history

Heico Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI.A overviewAll 13F holders of HEI.AFull Q2 2026 holdings

Shares (Q2 2026)
19,149
Value
$4.94M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HEI.A by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202619,149$4.94M<0.1%+1,430+8.1%AddedHolders
Q1 202617,719$3.74M<0.1%+258+1.5%AddedHolders
Q4 202517,461$4.41M<0.1%+2,710+18.4%AddedHolders
Q3 202514,751$3.75M<0.1%+801+5.7%AddedHolders
Q2 202513,950$3.61M<0.1%+5,960+74.6%AddedHolders
Q1 20257,990$1.69M<0.1%+25+0.3%AddedHolders
Q4 20247,965$1.48M<0.1%+913+12.9%AddedHolders
Q3 20247,052$1.44M<0.1%+4,616+189.5%AddedHolders
Q2 20242,436$432.5K<0.1%+43+1.8%AddedHolders
Q1 20242,393$368.4K<0.1%+175+7.9%AddedHolders
Q4 20232,218$315.9K<0.1%+434+24.3%AddedHolders
Q3 20231,784$230.5K<0.1%+125+7.5%AddedHolders
Q2 20231,659$233.3K<0.1%−27−1.6%ReducedHolders
Q1 20231,686$229.1K<0.1%−55−3.2%ReducedHolders
Q4 20221,741$208.7K<0.1%−421−19.5%ReducedHolders
Q3 20222,162$248.0K<0.1%+211+10.8%AddedHolders
Q2 20221,951$206.0K<0.1%+33+1.7%AddedHolders
Q1 20221,918$243.0K<0.1%−46−2.3%ReducedHolders
Q4 20211,964$252.0K<0.1%+23+1.2%AddedHolders
Q3 20211,941$230.0K<0.1%+4+0.2%AddedHolders
Q2 20211,937$240.0K<0.1%−17−0.9%ReducedHolders
Q1 20211,954$222.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.