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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

HEI holding history

Heico Corp in every 13F filed by Ellevest, Inc., 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 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of HEI by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−19−100.0%Sold outHolders
Q1 202319$3.25K<0.1%+10+111.1%AddedHolders
Q4 20229$1.38K<0.1%−24−72.7%ReducedHolders
Q3 202233$5.00K<0.1%−15−31.3%ReducedHolders
Q2 202248$6.00K<0.1%−2−4.0%ReducedHolders
Q1 202250$8.00K<0.1%+17+51.5%AddedHolders
Q4 202133$5.00K<0.1%00.0%UnchangedHolders
Q3 202133$4.00K<0.1%00.0%UnchangedHolders
Q2 202133$5.00K<0.1%00.0%UnchangedHolders
Q1 202133$4.00K<0.1%––Holders

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