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Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

HEI.A holding history

Heico Corp in every 13F filed by Avion Wealth, 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 Q2 2026 holdings

Shares (Q2 2026)
4
Value
$1.00K
% of portfolio
<0.1%
Quarters held
13
Since Q1 2023
Holdings of HEI.A by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264$1.00K<0.1%00.0%UnchangedHolders
Q1 20264$00.0%00.0%UnchangedHolders
Q4 20254$1.00K<0.1%00.0%UnchangedHolders
Q3 20254$1.00K<0.1%00.0%UnchangedHolders
Q2 20254$1.00K<0.1%00.0%UnchangedHolders
Q1 20254$00.0%+4NewHolders
Q4 20240$00.0%−4−100.0%Sold outHolders
Q3 20244$00.0%00.0%UnchangedHolders
Q2 20244$00.0%00.0%UnchangedHolders
Q1 20244$1.00K<0.1%−4−50.0%ReducedHolders
Q4 20238$1.00K<0.1%−4−33.3%ReducedHolders
Q3 202312$1.00K<0.1%00.0%UnchangedHolders
Q2 202312$1.00K<0.1%+8+200.0%AddedHolders
Q1 20234$00.0%+4NewHolders