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Livermore
Livermore
ZHEN

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

HEI.A 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.A overviewAll 13F holders of HEI.AFull Q3 2025 holdings

Shares (Q3 2025)
2,786
Value
$707.9K
% of portfolio
0.2%
Quarters held
15
Since Q1 2022
Holdings of HEI.A by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,786$707.9K0.2%00.0%UnchangedHolders
Q2 20252,786$720.9K0.2%00.0%UnchangedHolders
Q1 20252,786$587.8K0.1%00.0%UnchangedHolders
Q4 20242,786$518.4K0.1%00.0%UnchangedHolders
Q3 20242,786$567.7K0.1%00.0%UnchangedHolders
Q2 20242,786$494.6K0.1%−1,114−28.6%ReducedHolders
Q1 20243,900$600.4K0.2%00.0%UnchangedHolders
Q4 20233,900$555.5K0.2%−1,951−33.3%ReducedHolders
Q3 20235,851$756.1K0.2%00.0%UnchangedHolders
Q2 20235,851$822.7K0.2%00.0%UnchangedHolders
Q1 20235,851$795.2K0.2%00.0%UnchangedHolders
Q4 20225,851$701.2K0.2%00.0%UnchangedHolders
Q3 20225,851$671.0K0.3%00.0%UnchangedHolders
Q2 20225,851$617.0K0.2%00.0%UnchangedHolders
Q1 20225,851$742.0K0.2%+5,851NewHolders