Selective Wealth Management, Inc.
- SEC CIK
- 0001755670
- Latest filing
- Jul 20, 2026
HEI holding history
Heico Corp in every 13F filed by Selective Wealth Management, 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 2022)
- 0
- Sold out in Q2 2022
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 4
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2022 | 0 | $0 | 0.0% | −24−100.0% | Sold out | Holders |
| Q1 2022 | 24 | $4.00K | <0.1% | −93−79.5% | Reduced | Holders |
| Q4 2021 | 117 | $17.0K | <0.1% | 00.0% | Unchanged | Holders |
| Q3 2021 | 117 | $15.0K | <0.1% | +93+387.5% | Added | Holders |
| Q2 2021 | 24 | $3.00K | <0.1% | +24 | New | Holders |