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Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

HEI holding history

Heico Corp in every 13F filed by Ibex 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 Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
3
Since Q2 2024
Holdings of HEI by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−20,057−100.0%Sold outHolders
Q4 202420,057$4.77M0.6%−2,024−9.2%ReducedHolders
Q3 202422,081$6.14M2.0%+5,871+36.2%AddedHolders
Q2 202416,210$3.62M0.6%+16,210NewHolders