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Strategic Planning Group, LLC

SEC CIK
0001875525
Latest filing
Jul 16, 2026

HEI holding history

Heico Corp in every 13F filed by Strategic Planning Group, 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 (Q2 2026)
39,847
Value
$14.2M
% of portfolio
1.5%
Quarters held
2
Since Q1 2026
Holdings of HEI by Strategic Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639,847$14.2M1.5%+1,954+5.2%AddedHolders
Q1 202637,893$10.4M1.5%+37,893NewHolders