Skip to main content

Towerpoint Wealth, LLC

SEC CIK
0001731445
Latest filing
Jul 9, 2026

HEI holding history

Heico Corp in every 13F filed by Towerpoint Wealth, LLC, 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 (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q2 2025
Holdings of HEI by Towerpoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−687−100.0%Sold outHolders
Q2 2025687$225.3K0.1%+687NewHolders