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TD Private Client Wealth LLC

SEC CIK
0001551017
Latest filing
Aug 4, 2026

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

Shares (Q2 2026)
96
Value
$24.8K
% of portfolio
<0.1%
Quarters held
17
Since Q1 2021
Holdings of HEI.A by TD Private Client Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202696$24.8K<0.1%−304−76.0%ReducedHolders
Q1 2026400$84.4K<0.1%−855−68.1%ReducedHolders
Q4 20251,255$316.8K<0.1%−79−5.9%ReducedHolders
Q3 20251,334$339.0K<0.1%+1,245+1,398.9%AddedHolders
Q2 202589$23.0K<0.1%+89NewHolders
Q1 20240$00.0%−34−100.0%Sold outHolders
Q4 202334$4.84K<0.1%00.0%UnchangedHolders
Q3 202334$4.39K<0.1%−21−38.2%ReducedHolders
Q2 202355$7.73K<0.1%00.0%UnchangedHolders
Q1 202355$7.47K<0.1%−140−71.8%ReducedHolders
Q4 2022195$23.4K<0.1%−2−1.0%ReducedHolders
Q3 2022197$22.6K<0.1%−16−7.5%ReducedHolders
Q2 2022213$22.4K<0.1%+27+14.5%AddedHolders
Q1 2022186$23.6K<0.1%−419−69.3%ReducedHolders
Q4 2021605$77.8K<0.1%+76+14.4%AddedHolders
Q3 2021529$62.6K<0.1%−59−10.0%ReducedHolders
Q2 2021588$73.0K<0.1%+231+64.7%AddedHolders
Q1 2021357$40.6K<0.1%––Holders

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