Consolidated Planning Corp

SEC CIK: 0001805250
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

HEI holding history

Heico Corp in every 13F filed by Consolidated Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HEI overview All 13F holders of HEI Full Q2 2026 holdings

Shares (Q2 2026): 9,366
Value: $3.34M
% of portfolio: 0.4%
Quarters held: 4; Since Q3 2025

Holdings of HEI by Consolidated Planning Corp, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	9,366	$3.34M	0.4%	+179+1.9%	Added	Holders
Q1 2026	9,187	$2.52M	0.4%	+6,208+208.4%	Added	Holders
Q4 2025	2,979	$964.0K	0.1%	−4,202−58.5%	Reduced	Holders
Q3 2025	7,181	$2.32M	0.2%	+7,181	New	Holders