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TWIN PEAKS WEALTH ADVISORS, LLC

Position in HEI — Heico Corp

CIK 2006218 BURLINGAME, CA

Position in HEI

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$485
-$688 QoQ
Shares Held
2
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2025
2 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HEI Over Time

Shares Held

Position Value (USD)

Position in Aerospace & Defense

Industrials · as of Jun 30, 2026

TWIN PEAKS WEALTH ADVISORS, LLC holds $803,588 across 2 Aerospace & Defense names.

# Ticker Company Shares Value (USD) Open

All Filings in HEI

Export CSV
4 filing rows on record
Report Date Value (USD) Shares
2026-03-31 HEI-A $211 1
2026-03-31 $274 1
2025-06-30 HEI-A $517 2
2025-06-30 $656 2