Question 1

Does Integrated Wealth Concepts own HEI stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Integrated Wealth Concepts holds 2,168 shares of HEI (Heico), worth $772,216.

Question 2

How many shares of HEI does Integrated Wealth Concepts own?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts holds 2,168 shares of HEI (Heico).

Question 3

What is Integrated Wealth Concepts' HEI position worth?

Accepted Answer

As of its Q2 2026 13F, Integrated Wealth Concepts' HEI position is worth $772,216.

Question 4

Is Integrated Wealth Concepts buying or selling HEI?

Accepted Answer

In Q2 2026, Integrated Wealth Concepts increased its HEI position by 1,131 shares (+109.1%).

Question 5

When did Integrated Wealth Concepts first buy HEI?

Accepted Answer

Integrated Wealth Concepts already held HEI in its Q1 2019 13F, the earliest on record, and has listed it in 21 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2,168	+109.1%	$772,216	0.0%	$356.06	40
2026-Q1	New	1,037	—	$284,341	0.0%	$274.10	32
2025-Q2	Exited	0	-100.0%	$0	0.0%	$327.64	0
2025-Q1	New	990	—	$264,500	0.0%	$266.90	32
2024-Q4	Exited	0	-100.0%	$0	0.0%	$237.37	0
2024-Q3	Increased	1,016	+2.5%	$265,597	0.0%	$261.07	24