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Livermore
Livermore
ZHEN

TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

HEI holding history

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

HEI overviewAll 13F holders of HEIFull Q2 2026 holdings

Shares (Q2 2026)
122
Value
$43.5K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of HEI by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026122$43.5K<0.1%+9+8.0%AddedHolders
Q1 2026113$31.0K<0.1%−4−3.4%ReducedHolders
Q4 2025117$37.9K<0.1%+4+3.5%AddedHolders
Q3 2025113$36.5K<0.1%−11−8.9%ReducedHolders
Q2 2025124$40.7K<0.1%−334−72.9%ReducedHolders
Q1 2025458$122.4K<0.1%+125+37.5%AddedHolders
Q4 2024333$79.2K<0.1%−15−4.3%ReducedHolders
Q3 2024348$91.0K<0.1%−71−16.9%ReducedHolders
Q2 2024419$93.7K<0.1%−1−0.2%ReducedHolders
Q1 2024420$80.2K<0.1%−33−7.3%ReducedHolders
Q4 2023453$81.0K<0.1%−113−20.0%ReducedHolders
Q3 2023566$91.7K<0.1%−7−1.2%ReducedHolders
Q2 2023573$101.4K<0.1%+69+13.7%AddedHolders
Q1 2023504$86.2K<0.1%+65+14.8%AddedHolders
Q4 2022439$67.4K<0.1%−51−10.4%ReducedHolders
Q3 2022490$70.5K<0.1%00.0%UnchangedHolders
Q2 2022490$64.2K<0.1%+44+9.9%AddedHolders
Q1 2022446$68.5K<0.1%−942−67.9%ReducedHolders
Q4 20211,388$200.2K<0.1%+150+12.1%AddedHolders
Q3 20211,238$163.3K<0.1%+207+20.1%AddedHolders
Q2 20211,031$143.7K<0.1%−204−16.5%ReducedHolders
Q1 20211,235$155.4K<0.1%––Holders

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