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Legacy Wealth Managment, LLC/ID

Position in HEI — Heico Corp

CIK 2045082 BOISE, ID

Position in HEI

as of Mar 31, 2026 · filed May 7, 2026
Position Value
$4,957
-$905 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Dec 2024
6 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

Legacy Wealth Managment, LLC/ID holds $53,200 across 1 Aerospace & Defense name.

# Ticker Company Shares Value (USD) Open

All Filings in HEI

Export CSV
8 filing rows on record
Report Date Value (USD) Shares
2026-03-31 HEI-A $844 4
2026-03-31 $4,113 15
2025-12-31 HEI-A $1,009 4
2025-12-31 $4,853 15
2025-09-30 $4,842 15
2025-06-30 $4,920 15
2025-03-31 $4,007 15
2024-12-31 $3,566 15