Burt Wealth Advisors
- SEC CIK
- 0001612041
- Latest filing
- Nov 5, 2025
HEI holding history
Heico Corp in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings
- Shares (Q3 2025)
- 3,108
- Value
- $1.00M
- % of portfolio
- 0.2%
- Quarters held
- 15
- Since Q1 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 3,108 | $1.00M | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2025 | 3,108 | $1.02M | 0.2% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,108 | $830.4K | 0.2% | −464−13.0% | Reduced | Holders |
| Q4 2024 | 3,572 | $849.2K | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 3,572 | $934.0K | 0.2% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,572 | $798.7K | 0.2% | −10.0% | Reduced | Holders |
| Q1 2024 | 3,573 | $682.4K | 0.2% | +10.0% | Added | Holders |
| Q4 2023 | 3,572 | $638.9K | 0.2% | −1,786−33.3% | Reduced | Holders |
| Q3 2023 | 5,358 | $867.6K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2023 | 5,358 | $948.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2023 | 5,358 | $916.4K | 0.3% | 00.0% | Unchanged | Holders |
| Q4 2022 | 5,358 | $823.2K | 0.3% | −532−9.0% | Reduced | Holders |
| Q3 2022 | 5,890 | $848.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q2 2022 | 5,890 | $772.0K | 0.3% | 00.0% | Unchanged | Holders |
| Q1 2022 | 5,890 | $904.0K | 0.3% | +5,890 | New | Holders |