Question 1

How many shares of HEI does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 2,763 shares of HEI (HEICO CORP).

Question 2

What is Integrated Wealth Concepts LLC's HEI position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's HEI position is worth $984,517.

Question 3

Is Integrated Wealth Concepts LLC buying or selling HEI?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their HEI position (+166.4% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy HEI?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in HEI in 2024-Q3. They have held the position across 25 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	2,763	+166.4%	$984,517	0.0%	$356.06	40
2026-Q1	New	1,037	—	$284,341	0.0%	$326.71	32
2025-Q2	Exited	0	-100.0%	$0	0.0%	$325.49	0
2025-Q1	New	990	—	$264,500	0.0%	$265.87	32
2024-Q4	Exited	0	-100.0%	$0	0.0%	$239.41	0
2024-Q3	Increased	1,016	+2.5%	$265,597	0.0%	$259.01	24