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BFI Wealth Solutions, LLC: HEQT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BFI Wealth Solutions, LLC on HEQT, newest first. How the timeline and the estimate are built.

BFI Wealth Solutions, LLC held 22,015 HEQT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,015 shares
    Change vs previous 13F -9,008 shares

    0.55% of the 13F portfolio, value $738,384.

    13F-HR 0001172661-26-003166 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 31,023 shares
    Change vs previous 13F -3,861 shares

    0.93% of the 13F portfolio, value $974,151.

    13F-HR 0001172661-26-002267 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,884 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,118,055.

    13F-HR 0001172661-26-001316 filed by BFI Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).