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Bellwether Advisors, LLC

SEC CIK
0001819815
Latest filing
Aug 13, 2026

HEI holding history

Heico Corp in every 13F filed by Bellwether Advisors, 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 (Q1 2026)
0
Sold out in Q1 2026
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q3 2021
Holdings of HEI by Bellwether Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20260$00.0%−5,982−100.0%Sold outHolders
Q4 20255,982$1.94M0.3%−7,116−54.3%ReducedHolders
Q3 202513,098$4.23M0.7%−4,017−23.5%ReducedHolders
Q2 202517,115$5.61M1.0%+17,115NewHolders
Q2 20230$00.0%−3,565−100.0%Sold outHolders
Q1 20233,565$609.8K0.2%+3,565NewHolders
Q2 20220$00.0%−37−100.0%Sold outHolders
Q1 202237$5.00K<0.1%00.0%UnchangedHolders
Q4 202137$5.00K<0.1%00.0%UnchangedHolders
Q3 202137$4.00K<0.1%+37NewHolders